India e-commerce – The big if.
Reply to this post Flipkart for Snapdeal looks increasingly likely. The probability of consolidation in Indian e-commerce is creeping ever...
Spotify – Crown jewels
Reply to this post Spotify keeps the crown jewels to itself. In striking a deal with Universal, Spotify has traded...
Twitter – End of days
Reply to this post The loss of the NFL is a disaster. Twitter has lost its deal to stream certain...
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...
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.
LeEco – Le Crunch.