Huawei – Nowhere to run pt. XV
The USA further hardens its position. Others may follow. The US has moved to harden its stance against Huawei by closing a significant loophole revealing...
Facebook Libra – Other people’s currencies.
The vested interests will now be more against Libra than ever. The pandemic is substantially weakening the existing financial system meaning that Libra is more...
Tencent Q1 20 – The lockdown lift
Tencent waters down expectations to prevent a big miss later in the year. Tencent reported good results as it benefitted greatly from millions of Chinese...
Food delivery – End of the beginning.
Uber taking out Grubhub is exactly what is needed. Uber has proposed to take over Grubhub which would create an entity slightly larger than DoorDash,...
Automotive Industry – Silver lining
The notion of a recovery is not as leftfield as I thought. Since the beginning of the pandemic, I have entertained the idea that automobile...
Jio Platforms – Land grab
Jio is making a play to finally create a home-grown digital ecosystem. General Atlantic and Saudi PIF look set to follow Facebook, Silverlake and Vista...
Uber Q1 2020 – Paint by numbers.
Uber is a master at numerical storytelling. Uber produced mixed results but has benefitted substantially from the pick-up in demand for food delivery which helped...
Peloton & Lyft Q1 2020 – Black and white.
One winner and one loser from the pandemic. Peloton Q1 2020 – Hardware heroin. Peloton reported excellent results as the virtual gym trend is accelerated...
HelloFresh – The execution game.
HelloFresh’s ability to execute under pressure is its greatest asset. Far from helping food delivery, the current pandemic seems to be accelerating the consolidation with...
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.
SoftBank – The family silver pt. II