Alphabet – All the wrong moves.
Reply to this post I am increasingly troubled with the outlook for Google. The outlook is becoming increasingly uncertain as...
Yahoo! Q3 15A – Scratching for scraps
Reply to this post The ecosystem is Yahoo!’s only chance at a turnaround. Another lacklustre set of results further underscores...
Apple Music – The power of default
Reply to this post Pre-installation and default remain very powerful. The latest figures from Apple on its music service are...
Alibaba – Empire builder
Reply to this post Those with resources now have a substantial advantage. Alibaba is moving to increase its grip on...
Internet – The myth of free.
Reply to this post The future for many could be subscription. Axel Springer, the owner of the highly popular, advertising funded...
Google vs. Facebook – Thin end of the wedge
Reply to this post Video on Facebook is just the beginning. Facebook’s plans to unseat YouTube dominant position as a...
Intel Q3 15A – Sober tone.
Reply to this post Intel has still not weaned itself off PCs and data centres. Intel reported reasonable Q3 15A...
Dell PCs – On the block.
Reply to this post Taking on Dell’s PCs is an exciting but risky proposition. While all the focus is on...
Twitter – Big fish, small pond.
Reply to this post Dedication and focus needed to reach the big pond. It is important to run a...
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.
GOOG, MSFT & AMZN – Three for three.