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,...
Apple – No Nirvana
Reply to this post Vrvana unlikely to accelerate Apple’s AR. Apple’s acquisition of Vrvana is the best sign yet that...
Sonos – Sounds of sameness pt. III.
Reply to this post Sonos is now just another speaker maker. Sonos has finally enabled Alexa voice control and Spotify...
Google – The colour purple.
Reply to this post Fuchsia could replace Android Auto and Android Wear. Google’s mysterious operating system Fuchsia is starting...
Alibaba – Offline grab.
Reply to this post Alibaba is very different to Amazon. I think Alibaba’s investment in Sun Art has nothing to...
Google vs. Facebook – AI dividend.
Reply to this post Google’s AI already paying dividends Both Google and Facebook have a fake news problem but Google’s...
Tencent Q3 17 – Time purchase
Reply to this post Mighty core business buys time. Tencent reported strong results driven mostly by its content offerings which...
Android – Downward slope.
Reply to this post Fragmentation getting worse not better. Despite Google’s best efforts, the situation with fragmentation in Android devices...
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.
Verizon / Yahoo – Digital desert.