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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 – Bones of phones.

Reply to this post           There’s nothing wrong with being a component company.  The latest flagship devices continue to show very...

Lenovo Q1 16A – White knuckle ride.

Reply to this post           One to watch but its scary ride right now.   Lenovo reported disappointing Q1 16A results...

Alibaba Q1 16A – Law of large numbers.

Reply to this post           Good growth but not good enough. Alibaba disappointed the market with its Q1 16A results as...

Alibaba – Trip down the Amazon.

Reply to this post           Alibaba is evolving to become the Amazon of China. With its 20% investment in Suning, Alibaba...

Google – The birds and the elephant.

Reply to this post           Many birds hit with one stone but the elephant is missed. Google’s restructuring should bring some...

Apple Music – Drop out question

Reply to this post           Spotify net adds is the key metric to watch. Apple has announced that it has signed...

HTC Q2 15A – Virtual Reality

Reply to this post           Hopes for recovery exist in virtual reality. HTC reported Q2 15A results that were in line...

Fitbit Q2 15A – Peak performance

Reply to this post           Fitbit showing every sign of doing a GoPro. Fitbit reported blowout Q2 15A results but the...

Xbox vs. PS4 – The shifting sands

Reply to this post           User experience likely to aid Microsoft in the next generation. Sony has crushed Microsoft when it...

Yahoo! – Shopping trip.

Reply to this post           Yahoo! needs to tidy its house before it can successfully expand. Yahoo! is going to spend...