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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.

Facebook & Co. – Broken valley

Reply to this post New philosophy needed. Mark Zuckerberg gave a well prepared and practiced performance at Facebook’s congressional hearing but it is clear from...

Uber – On China’s bike

Reply to this post Jump removed from Lyft’s clutches. Uber has followed China’s lead and moved to consolidate bike sharing as another one of its...

Spotify – Speaker’s corner pt. II.

Reply to this post Spotify auto speaker is another wake up call. Spotify releasing a music player for the vehicle is an attempt to push...

Facebook – Fake relief.

Reply to this post Mark and Sheryl kick the can down the road. While the immediate term performance of Facebook will be unaffected by the...

Byton – Interesting optics.

Reply to this post Byton may not need to make vehicles long-term. Of the high number of EV start-ups all rushing to the market for...

Security issue

Reply to this post Dear RFM subscribers,  Looks like the site was hacked and you received some junk. Apologies for that and please ignore all...

Chinese Internet – BAT by proxy.

Reply to this post B retreats. A&T advance.   Meituan-Dianping is buying Mobike for $2.7bn in a move that is mostly about a defence against...

Apple – Just chipper

Reply to this post           Apple will need help to pull this off. Apple has made no secret of its desire...

Apple, Google, Facebook et al. – Schadenfreude

Reply to this post           Apple rubs Facebook’s nose in it. While, Apple has received a free pass from the outrage...

Google – Deep speech.

Reply to this post           DeepMind shows signs of paying its way. Google’s first use of DeepMind technology in one of...