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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.

Research Publication – Reality Bytes – Its master’s voice

Reply to this post February 23rd 2016:  Radio Free Mobile launches a new product category looking at shorter topics relevant to the ecosystem. Issue No.1 deals with...

India e-commerce – Unicorns and Donkeys Pt. V.

Reply to this post           Flipkart likely to buy Snapdeal.  The latest in a series of woes that has hit the...

Yahoo & Verizon – Final execution.

Reply to this post           Finally, Yahoo executes. Yahoo may have badly failed to create any value for investors in mobile,...

Samsung – Residual fall-out.

Reply to this post           It is still the long-term damage that I fear.  While Samsung appears to have contained the...

Alibaba – Five guns east

Reply to this post           Alibaba is going guns blazing for offline.  Alibaba appears to be moving into offline retail much...

Google vs. Amazon – Homefront.

Reply to this post           This could be a repeat of VHS vs. Betamax.  Google is adding functionality to allow Google...

Huawei & Baidu – Bodies and time.

Reply to this post           I think Huawei would be better off doing a deal with Baidu.   It looks like...

Facebook – Brainless video.

Reply to this post           Focusing on video first makes complete sense. I think that Facebook is making the right choice...

Baidu – One trick pony?

Reply to this post           Baidu may be giving up on its ecosystem. There is little doubt that Baidu’s investments outside...

Magic Leap – Creations great but not small

Reply to this post           Technology is there but size is miles off. While I do believe that Magic Leap is...