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...
Huawei vs Samsung – Rivers of blood Pt III
Reply to this post Huawei flat-line passes advantage to Samsung. The first indications for the smartphone market in Q2 16A...
Microsoft FQ4 16A – Finnish with a flourish
Reply to this post Good results restore optimism in strategy Microsoft reported good FQ4 16A results supported by signs of...
Yahoo Q2 16A – Slough of despond
Reply to this post Another quarter marred by more of same. Yahoo reported another dismal quarter where it badly underperformed...
Softbank & ARM – We’ll be back!
Reply to this post I think ARM could return to the market in 5 to 10 years. SoftBank and ARM...
Nintendo – Poke in the eye.
Reply to this post Apple and Google are the real & investible beneficiaries of Pokemon Go. Pokemon Go has nearly...
Alphabet – Competition conundrum
Reply to this post Google’s growth depends on how well it defends itself to the EU. Google has a very...
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.
Apple Q3 16A – High yield