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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.

Meitu – Crazy selfies

Reply to this post           Very risky proposition leaves too little on the table.  Meitu has 446m active users but its...

Facebook – The dunce pt. II.

Reply to this post           Inability to automate bites Facebook again.  Facebook’s problems with fake news once again demonstrates the real...

Facebook – Middle age spread

Reply to this post           An opportunity lurks under the image of a maturing company.  Facebook continues to show all the...

Intel – Data dreaming

Reply to this post           Intel is doing what it must to keep its position in the Data Centre.  Intel has...

Tencent Q3 16A – Work in progress.

Reply to this post           Still a lot of work needed to realise its full potential.  Tencent reported another excellent set...

Google – Gain in translation

Reply to this post           Google is not resting on its laurels when it comes to AI.  A vastly improved Google...

Samsung – Empty horse

Reply to this post           There are no Greeks hiding in the wooden horse of Harman.  Samsung’s acquisition of Harman is...

LeEco – Thin ice.

Reply to this post           I think financial thin ice will force LeEco out of automotive.  LeEco has hit a major...

Radio Free Mobile – Service interruption

          Addition to the family triggers a service outage.  Service will resume in a few days.

Fitbit and GoPro – Horrific Halloween

Reply to this post           I see acquisition as the endgame for both players.  GoPro and Fitbit have both been hit...