Alibaba FQ3 17 – Crossed swords.
Reply to this post Where Alibaba crosses swords with its peers, life is much tougher. Alibaba reported excellent FQ3 17...
Snap Inc. – Valuation snaps.
Reply to this post Snapchat looks more like Twitter than Facebook. Snapchat appears to be intending to focus on engagement...
Alphabet – Magic half
Reply to this post Half a million is good but not enough. Latest data from Wave 7 is implying that...
Twitter – Event horizon
Reply to this post Sale of Fabric collapses Twitter’s horizons. With the sale of Fabric to Google, Twitter has essentially...
LeEco – Le life line
Reply to this post Small war chest means laser sharp strategy and execution needed. Chinese real estate developer Sunac has...
Essential Products Inc. – What’s essential?
Reply to this post Something must-have has to come out of the bag at launch. Essential Products Inc. is the...
Xiaomi – State of the nation
Reply to this post Valuation lifted to $5bn but still 89% below last raise. Xiaomi has supplied some details of...
Alibaba – Shopaholic
Reply to this post The woeful offline experience offers a real opportunity. It looks like Alibaba is about to take...
Sonos – Sounds of sameness pt. II
Reply to this post I do not see the boldness required to save Sonos Sonos has announced a change in...
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.
LINE Q4 16 – Game off.