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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.

Twitter – Event horizon

Reply to this post           Sale of Fabric collapses Twitter’s horizons.  With the sale of Fabric to Google, Twitter has essentially...

LeEco – Le life line

Reply to this post           Small war chest means laser sharp strategy and execution needed.  Chinese real estate developer Sunac has...

Essential Products Inc. – What’s essential?

Reply to this post           Something must-have has to come out of the bag at launch.  Essential Products Inc. is the...

Xiaomi – State of the nation

Reply to this post           Valuation lifted to $5bn but still 89% below last raise.  Xiaomi has supplied some details of...

Alibaba – Shopaholic

Reply to this post           The woeful offline experience offers a real opportunity.  It looks like Alibaba is about to take...

Sonos – Sounds of sameness pt. II

Reply to this post           I do not see the boldness required to save Sonos  Sonos has announced a change in...

Alphabet – Great thrall of India

Reply to this post           Africa warning as India falls into Google’s thrall.  Google is moving consolidate its growing grip on...

CES Day 1/2 – Winners and losers.

Reply to this post           Winners Amazon. In my mind, the star of CES 2017 is Amazon which is beginning to...

CES Day 0 – Square one.

Reply to this post           IoT – everywhere and nowhere. With the press cycle already revved-up well before the official opening...

HERE – Pole position.

Reply to this post           HERE is closing the gap to Google with the Chinese and Intel joining up.  HERE gets...