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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.

Google – Thrice bitten, never shy.

Reply to this post           Fourth time unlikely to be the charm. Google has announced a partnership with HTC that sees...

Artificial Intelligence – Dystopia

Reply to this post           Humanity saved by Gordon Moore. There is considerable disagreement over the dangers presented to the human...

Google vs. Amazon – Battle for the home pt. IV.

Reply to this post           Amazon increases its aggressive land grab.  Not content to sit on 70% market share, Amazon is...

Tencent – Tale of two pies.

Reply to this post           Tencent dominates but still has much more to do.  Tencent already dominates Digital Life in China...

Google Auto – Lyft to market

Reply to this post           Google and Lyft can really help each other.   An investment in Lyft makes a lot...

Broadcast TV – Sword of Damocles pt. II.

Reply to this post           The sword has slipped its moorings.   With all of the indicators now starting to turn...

Apple – Worst kept secrets.

Reply to this post           Face ID was the star of a show where everything had been leaked. Apple launched its...

Electric Vehicles – Extinction level event.

Reply to this post           EVs could trigger a huge decline in vehicle demand. Vehicle makers are queuing up to announce...

Google Auto – Greek gift pt. III.

Reply to this post           Waymo’s time is now. Google’s self-driving division, Waymo, is currently by far the best option for...

Facebook vs. Snap Inc. – Own goal

Reply to this post           Some of Snap’s woes look self-inflicted. Snap appears to be losing key influencers to Facebook not...