Tesla – Model breakdown
Tesla has further to fall. Tesla looks to be in real difficulty as a chronic inability to make money combined with a business transition that...
Microsoft & Sony – Deal with the devil
Sony takes a rare dive. Microsoft and Sony are working more closely together in a rare admission of failure from Sony that its cloud gaming...
Huawei – Nowhere to run
The USA does Samsung a massive favour. The importance of the digital ecosystem is laid bare as the loss of the Google ecosystem is very...
Connected vehicles – Damaging lethargy
Sirius XM capitalises on OEM lethargy. Sirius XM is launching a series of services for its customers which are exactly the sorts of services the...
Samsung – Nasty origami pt. II
Samsung cannot fix the Fold’s biggest flaw. The one saving grace from the whole Galaxy Fold mess is that the biggest problem with this device...
Google Pixel 3a – Good enough computing?
Pixel 3a may be a herald of woe. Google’s Pixel 3a is the first real test as to whether or not the smartphone has entered...
Uber & Lyft – No prisoners.
The public market takes no prisoners. Uber’s IPO turned from a celebration into a wake as the public market refused to support a valuation that...
Amazon vs. Google – Stealing thunder
In a timely fashion, Amazon touts Alexa’s superiority. At the same time as Google was launching a new and improved version of Google Assistant at...
Tesla – Leaky bucket
The assumptions do not hold water It looks like Tesla has been successful in raising money for its autonomous driving ambitions but I find its...
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.
Huawei – Nowhere to run pt. II