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RICHARD WINDSOR

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RICHARD WINDSOR

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.

WeWork IPO – Does not work.

I can’t see value even after a 58% cut in the valuation. Other than its cool factor, I struggle to see why WeWork is better...

Artificial Intelligence – Dull delivers.

It’s the boring stuff that works. As the big ambitious moonshots crash and burn, it’s the smaller, simpler and deadly dull projects that are likely...

Android 10 – Pointless innovation

Smartphones could be obsolete before this update is complete. Android 10 (Q) becomes available today but it could be as much as 7-10 years before...

Amazon Automotive – Stuck in the box

Alexa’s access to the vehicle is strictly limited. Amazon has grand plans for the vehicle but until it can convince OEMs of its benign intentions,...

Autonomous Autos – Top heavy maths

Rapid replacement will not save the OEMs. Automakers who are expecting to avoid a collapse in vehicle demand because autonomous vehicles will be replaced more...

Samsung Bixby – Radical refinement

The best refinement is to ditch Bixby Undeterred by its failure to launch Galaxy Home, a smart speaker with the execrable Bixby, Samsung is doubling...

Huawei – Nowhere to run pt. VIII.

Huawei’s ex-China smartphone share is heading to 0%.  Q4 19 will be a crucial test for Huawei as its new flagship (Mate 30) will not...

Peloton IPO – Frantic pedaling.

No telling when frantic spending can stop.   Peloton is to fitness what Lyft and Uber are to taxis. All have reinvented an industry and...

Gone Falcon Racing – Back August 28

Radio Free Mobile has taken a trip to the Empty Quarter (Rub’ al Khali) to race falcons. Service will resume on August 28th. Radio Free...

Lyft Q2 19 – Wheel reinvention.

Lyft and Uber are becoming taxi companies.   Lyft reported what was received as good Q2 19 results, but I really don’t see much progress...