Xiaomi & Huawei – Different strokes
Reply to this post Xiaomi and Huawei go in different directions. While commentators are absorbed with Apple’s (almost certainly temporary)...
GoPro vs. Shenzhen – Forlorn hope
Reply to this post GoPro needs something special to fend off Shenzhen. GoPro released another set of awful results highlighting...
Snap Inc. – Pain not gain
Reply to this post I see only pain for investors paying $22.5 at the IPO. $20bn – $25bn is at...
Facebook Q4 16 – In focus
Reply to this post Facebook intends to kill the YouTube star. Facebook reported good results and highlighted that while 2017...
Apple FQ1 16 – One way street.
Reply to this post iPhone benefits where Google could not. Apple released excellent results highlighting that contrary to my previous...
Fitbit – Boredom bites.
Reply to this post User indifference likely to drive further estimate cuts in 2017. Fitbit issued a horrible profit warning...
Google Enterprise – No G man.
Reply to this post G Suite and Chromebook upgrades are too little too late. Functionality upgrades to the mobile version...
GOOG, MSFT & INTC – Cloud party.
Reply to this post Cloud and mobile drive 3 for 3. Alphabet Q4 16. Alphabet reported excellent results driven once...
Qualcomm – Tooth and nail.
Reply to this post This time around, Qualcomm should fight. I think Qualcomm will best serve its shareholders by fighting...
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.
Facebook vs. Alphabet – Worlds apart