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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.

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...

Samsung – Still in the box

Reply to this post           Bezels break the box but Bixby stays inside. While Samsung is bursting out of the box...

Tencent – Home circuit.

Reply to this post           I think investing in Tesla is about China, not overseas. Tesla has announced that Tencent is...

Didi – Jam today

Reply to this post           Its time Didi started trying to make money. With the ride hailing market in China now...

Uber – Fatal disengagement.

Reply to this post           Google is 5,000x better than Uber at autonomous driving. Although Google is suing Uber for the...

Google & Facebook – Trouble in paradise.

Reply to this post           Facebook will be hit much harder than Google. Although it is Google that is taking most...

Tencent – Brute force.

Reply to this post           Tencent has time as most gaming AIs are relatively simple. Tencent is finally jumping into artificial...