All Posts By

RICHARD WINDSOR

  • Home
  • RICHARD WINDSOR

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.

Autonomous Autos – Dark horses.

Reply to this post           Waymo’s lead shrinks to 5 to 1. Analysis of autonomous testing data submitted to the California...

Corporate governance – Caveat emptor.

Reply to this post           HKSE sells out investors. In a bid not to repeat the ignominious loss of the Alibaba...

Apple & Amazon – Mixed bag.

Reply to this post           Plusses and minuses in both reports. Apple FQ1 18 – relief rally Apple reported good results...

Microsoft & Facebook – 2 good runs.

Reply to this post           2 good runs could come to an end in 2018. Microsoft FQ2 18. Microsoft reported good...

Apple – Fluff ‘n’ stuff.

Reply to this post           Fluffy sentiment has nothing to do with the company. The weakness in Apple’s share price and...

Music Streaming – Wrong villain.

Reply to this post           The music labels strike back. It looks to me like intense lobbying by the music labels...

Apple – Battle for the smart home pt. VI

Reply to this post           HomePod delays have cost it dearly. The HomePod has only one advantage in a market that...

India e-commerce – Last man standing

Reply to this post           Flipkart looks close to keeping Amazon out. Jasper Infotech which owns online marketplace Snapdeal has reported...

Samsung & Google – Unlikely opportunity

Reply to this post           Samsung should capitalise on Google’s failures. Samsung is making a lot of noise around its reimagining...

Snapchat – Content blues

Reply to this post           Escaping content is a sign of real problems. Snapchat’s move to allow content to be shared...