Facebook – The dunce.
Reply to this post AI is emerging as a major weakness for Facebook. There are signs that Facebook is really...
Amazon Music – Table stakes.
Reply to this post 40m tracks and a search box does not a service make. Amazon has plugged an obvious...
Samsung – Kitchen sink.
Reply to this post Samsung kitchen sinks the note 7 with a massive $5.4bn hit to profit. The note 7...
Google – Pilgrim’s progress.
Reply to this post Google advances further towards full control of Android. It appears that mobile operators ranging the Pixel...
Yahoo – Irrelevant pandemonium.
Reply to this post The mess of the Verizon sale is almost irrelevant when valuing Yahoo. It is becoming clear...
Samsung – Uncharted territory.
Reply to this post Samsung’s loss could be Huawei’s and Google’s gain. As a result of making a complete mess...
Twitter – Exit strategy pt. II.
Reply to this post If no one bids then there is much further to fall. Twitter has already lost 20%...
Samsung Q3 16A – Summer cycle
Reply to this post Margin to be strong while the cycle lasts. Samsung has given very solid indications for its...
Samsung – Collision course
Reply to this post I think Viv puts Samsung back in conflict with Google. Samsung has taken a plunge...
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.
Google – Brain distribution pt. II.