Google & Amazon – Battle for the smart home pt. V.
Reply to this post Google has a chance to displace Amazon. I don’t think Google will go out of its...
Xiaomi – Market timing
Reply to this post Xiaomi considers a big equity event just as growth peaks again. Xiaomi’s genius for timing is...
Google – Brain game pt. II.
Reply to this post Google remains out front in AI but Baidu most interesting. The first results from Google’s AutoML...
Digital sensors – Heart of the matter.
Reply to this post Apple is creeping up on the medical devices industry. Apple has taken wearables a step closer...
Amazon – Size 12s
Reply to this post Amazon is stomping on Microsoft’s patch. With the launch of Alexa for Business, Amazon is...
Uber – Annus horriblis
Reply to this post Even at $54bn, no shortage of sellers. While attention is focused on SoftBank’s moves to take...
Verizon / Yahoo – Digital desert.
Reply to this post No last hurrah for Yahoo. Despite its recent acquisition by Verizon, the decline of Yahoo’s assets...
E-commerce – Look East.
Reply to this post In mobile, China is more developed than USA. Comparing China’s Singles Day against Brown Thursday, Black...
Uber vs. Lyft – Blood in the water
Reply to this post This is Lyft’s best chance to catch Uber. With yet another skeleton emerging to hinder Uber,...
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.
Artificial Intelligence – Zero to hero.