Airbnb – Hardest times.
An equity raise will be brutal. I have very little doubt that Airbnb will survive this crisis but there is very little visibility in terms...
Digital Economy – The COVID effect.
Amazon and Microsoft are in pole position. The COVID-19 pandemic is making both temporary and permanent changes to the way the economy works but picking...
SoftBank – Fire sale?
SoftBank is likely to have to sell more assets. SoftBank is in an increasingly tight spot as many of its portfolio companies are in trouble...
Huawei 2019 – The lighthouse and the iceberg.
2020 likely to be a very difficult year. Huawei has done an excellent job of weathering the storm in 2019 but the tidal wave in...
Meituan-Dianping – Long hard climb.
Risk that many partners don’t come back at all. Meituan-Dianping reported good Q4 19 results that no one really cared about with all attention being...
SoftBank – The family silver.
The sharing economy is in meltdown. I think that it is extremely unlikely that SoftBank will become insolvent but a continued decline in confidence in...
Huawei – Nowhere to run pt. XIV.
P40: Another triumph that won’t sell. Huawei has launched its latest flagship, the P40 which has all the bells and whistles but without Google...
5G – Silver lining.
Upgrade demand could help 5G. Despite British Telecom’s denials and the efforts of the broadband providers in the USA, it is clear that the Internet...
Facebook, Google & The Fed – QE insanity.
It is raining money that does not exist. The scale of the insanity sweeping the market became clear yesterday as dire predictions for digital advertising...
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.
Samsung and Airbnb – Day of rescue