Uber – Home Alone
Middle East looks like another exit. Following its ignominious exit from South East Asia, Russia and China, Uber is now in discussion with Careem that...
Apple Maps – Wheel engineering
No need to reengineer the wheel. It looks like Apple along with Google and Samsung (see here) has also developed a case of engineering disease...
Snap – Augmented hopes.
Gaming makes more sense than video. Snap’s beleaguered attempts to move beyond its instant messaging service have taken another turn with a potential move...
Amazon – Pill popper.
Reply to this post Amazon shakes the ivory towers. Amazon has made its move on the retail pharmacy industry by buying PillPack in a move...
KaiOS – The long arm of Google.
Google’s long arm extends into feature phones. The hopes of handset makers and operators wishing to escape from Google’s clutches in emerging markets have...
Faraday Future – The wrong man.
Leadership unconnected with past is needed. Faraday Future has secured a life line that ushers it back into the increasingly crowded electric vehicle start-up...
Ecosystem lite – Pledge of allegiance
KaiOS works better than Android at the lowest end. Google is having another crack at social networking and an important part of its success...
Meituan – New club member.
Reply to this post A better shot at the $100bn club. Meituan has filed for an IPO which, in my opinion, has much better fundamental...
Facebook – Coffin nails
Reply to this post Instagram hammers two more nails into Snap. Instagram has passed 1bn monthly active users (MaUs) which...
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.
Xiaomi & Samsung – Goodbye blue sky.