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...
IBM – Testing Turing
Reply to this post Removal of bias essential for commercialisation. IBM’s debating AI is not going to fool anyone, but it does represent a step...
Google – Shopaholic
Reply to this post JD.com will help Google shopping a bit. Sinking $550m into JD.com is unlikely to do anything...
Alibaba – Retail detail.
Reply to this post Amazon: 480 – Alibaba 600,000+. Alibaba is already streets ahead of Amazon when it comes to...
Autonomous Autos – The turkey vote
Reply to this post Insurance industry has no choice but to resist. While the regulatory environment is moving towards an...
Sony – Free gift
Reply to this post Sony is gifting Microsoft a big opportunity. Sony does not seem to have learned from the...
Xiaomi – Foot shot pt. III.
Reply to this post A valuation richer than Alibaba makes no sense. Investment banks involved in Xiaomi’s IPO have released...
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.
Faraday Future – The wrong man.