Huawei – Nowhere to run pt XVIII.
“relaxation” is not really a climb-down. The “relaxation” of the US’s stance against Huawei can be taken either as a sign of fear of missing...
Epic Games – Bargain hunter.
Epic Games builds a war chest for bargain hunting. Epic Games is raising $750m at a mooted $17bn valuation from T Rowe Price and Baillie...
ByteDance – Tidy and focus.
ByteDance is moving from growth into monetisation. ByteDance is showing signs of moving into the next phase of its life cycle which involves tidying up...
Food delivery – Bloodbath extended.
The future of Grubhub is still bleak. Grubhub has decided to sell itself to Just Eat Takeaway rather than Uber in a move that cited...
Research Publication – COVID-19 – Musical Chairs 2.0.
June 11th 2020: Radio Free Mobile updates its COVID-19 Webinar – Musical Chars to take account of developments in the pandemic, economy and technology sector...
Apple, Arm and Intel – Devilish legacy.
As with servers, the main issue is legacy software. It looks like Apple is finally about to pull the plug on Intel in its Macintosh...
Huawei – Nowhere to run pt XVII.
Patent counting is not an indication of reality. The notion that the number of patents that one holds is a refection of one’s contribution to...
E-Bikes – Sweet spot.
Public transport’s loss is e-bikes’ gain. The aversion to asset sharing is likely to persist for as long as there is no reliable vaccine...
Autonomous Autos – Insurance strikes back.
A study with questionable motivations. I have long argued that the automobile insurance industry must resist the adoption of autonomous driving for as long as...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Vehicle companion apps – A car’s best friend