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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.

Gone Camel Racing – Returns on Tuesday 18th

          Radio Free Mobile has taken a few days to go camel racing and will return on Tuesday 18th April.   ...

Samsung – Fall before the first

Reply to this post           Bixby falls even before its first hurdle. Samsung’s delay in the roll-out of Bixby is a...

LeEco – Le Crunch.

Reply to this post           Crunch time appears to be fast approaching. The LeEco proposition seems to be quickly unraveling as...

India e-commerce – The big if.

Reply to this post           Flipkart for Snapdeal looks increasingly likely. The probability of consolidation in Indian e-commerce is creeping ever...

Spotify – Crown jewels

Reply to this post           Spotify keeps the crown jewels to itself. In striking a deal with Universal, Spotify has traded...

Twitter – End of days

Reply to this post           The loss of the NFL is a disaster. Twitter has lost its deal to stream certain...

Xiaomi – No favours

Reply to this post           Xiaomi’s ecosystem remains its biggest weakness. Comparing itself to Costco helps Xiaomi’s valuation somewhat but does...

Google – Meaningless milestone

Reply to this post           Android’s success shows up Google’s deficiencies. Android has surpassed Windows as the No.1 platform for accessing...

Didi – Nasty economics

Reply to this post           Didi encounters a real growth problem. Didi is now the only credible ride hailing platform left...

Huawei – Rivers of blood pt. IV

Reply to this post           I am pretty sure Huawei lost money in handsets last year. Huawei reported strong growth in...