Broadcast TV – Mostly about sports
BT’s win over Sky for the champion’s league highlights the crucial nature of sports. The value of broadcast rights...
Microsoft – All go or all stay
If Bing and Xbox are to go all the rest must follow. The debate is raging over what the future...
Samsung – Love your investors
More effort is needed if Samsung wants its multiple to expand. Samsung is clearly frustrated that its share price remains...
Twitter – Empty table
There is now nothing left on the table for shareholders. Expectations are that Twitter will price above the top of...
BlackBerry – No rabbit
I suspect that Fairfax has no rabbit to pull out of the hat. Close of US business is the deadline...
Sony Q2 – Big Black Shiner
One black eye does not make a knock-out. Sony is paying the price for its ambition with an awful set...
Facebook Q3 – See Saw economics
There are signs of stability that Wall Street will over interpret. Facebook comfortably beat forecasts but comments around usage and...
BlackBerry BBM – Last hurrah?
A big bump up but still a long way to go. BlackBerry has gained 20m BBM subscribers in the last...
Apple Q4 – New life needed
Growth from here needs another segment. Apple reported good Q4 results but concerns around competition and profitability caused weakness in...
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.
Twitter – This is no flip