WeWork – House of cards.
I do not expect an IPO in 2020. WeWork has gone from a $47 juggernaut sweeping all before it to a company that so desperate...
Microsoft Surface – Hedged bets
Durable folding screens would take Surface to a new level. Microsoft has launched two brand new form factors (and use cases) but I think it...
Huawei – Nowhere to run pt. X
Google flips the kill switch on the workaround. Huawei’s imperfect, but viable, backdoor to add Google Services to its devices has been killed off by...
The IPO Process – Reality check.
The companies are the problem, not the IPO process. The way to fix the IPO system is to stop bringing immature, overpriced and badly governed...
Huawei & Arm – Clearer waters
The muddy situation resolves in Huawei’s favour. Its business as normal between Huawei and Arm meaning that Huawei’s silicon roadmap for its in-house modems and...
Google – Quantum leap?
Quantum computing earns a place on the far horizon. Digging beneath Google’s characteristically effusive claims reveals a solid advance that significantly increases quantum computing’s claim...
Amazon vs Google – Jack of all trades.
Amazon is winning through ubiquity. Amazon certainly gets the prize for launching the most products at the same time, but with many of them clearly...
DJI – Pawn sacrifice.
Another pawn is thrust into the fray. DJI is becoming another pawn in the long and drawn-out stand-off between the USA and China meaning that...
Samsung and Huawei – Dodgy flagships.
Two flagships not-market ready. Huawei Mate 30. Huawei pulled out all the stops except the one that really mattered and launched would be argued to...
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.
India Electric Vehicles – All about cost.