Samsung – Good mileage.
Reply to this post Samsung’s cycle still has some distance to run. Although Samsung appears to have recovered its mojo,...
Uber – Wheel re-invention.
Reply to this post HERE offers much more for $500m. I think that $500m would be much better spent in...
Uber and Didi – There can be only one
Reply to this post Uber exits China. Didi will become the one. Hot on the heels of the legalization...
Alphabet & Amazon – Two for two
Reply to this post Alphabet and Amazon both have a good night. Good Q2 16A results from Amazon and Google...
Facebook & Twitter – Black and white
Reply to this post Facebook and Twitter going in opposite directions. Facebook and Twitter report very different results, highlighting the...
Apple Q3 16A – High yield
Reply to this post Apple as a bond is yielding 9.8%. Apple reported better than expected Q3 16A results as...
Yahoo – Fire sale
Reply to this post Long-term investors pay heavily in lost opportunity. Only in the context of Yahoo’s awful execution...
Cyanogen – Share of zero
Reply to this post The best option is to sell itself to China. There are further signs that Cyanogen is...
Wearables – Wrong direction
Reply to this post Precipitous decline underscores the problem. It looks like demand for smartwatches has precipitously declined in Q2...
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.
Fitbit Q2 16A – Breathing space