Ola. vs. Uber – Welfare state.
Reply to this post I suspect Ola will need state intervention to survive. Ola looks to have become desperate as...
Microsoft – Back to front
Reply to this post Back to front strategy of Surface Phone looks sure to fail. Mobile phones are a bit...
Handset Industry – Oranges and lemons
Reply to this post I think Apple earns between 64%-68% of industry profits, not 91%. I believe the notion that...
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...
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.
Amazon vs. Google – Open goal