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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.

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...

Google – Brain distribution.

Reply to this post           Devices are merely the vessels for distribution of Google’s brains.  Google launched a range of devices...

Facebook – Yard sale.

Reply to this post           Something new needed to make this work.  Facebook has decided to have another go at classifieds...

Twitter – Exit strategy.

Reply to this post           Bid frenzy offers a great exit point.  Without big success in media consumption, Twitter offers very...

AI Partnership – Fluff and stuff

Reply to this post           How society will benefit is very unclear.    The ecosystem leaders have announced an artificial intelligence...

BlackBerry – Cold turkey

Reply to this post           BlackBerry finally breaks its addiction to hardware.  BlackBerry reported poor Q2 17A results, but the decision...

GoPro vs. DJI – Autonomous gambit

Reply to this post           DJI is making a big gamble with the Mavic Pro.  Hot on the heels of GoPro’s...