Tencent and China – Dog days.
China is now a deeply contrarian investment. Disappointing results from Tencent combined with the worsening economic outlook and disappearing data make China a deeply...
Ford – Stern stuff
Ford moves deeper into services. Ford continues to demonstrate its understanding of the opportunity that it needs to address with the migration of its...
Alibaba FQ1 24– No takers.
Nobody wants to know. Alibaba reported good results beating expectations and the moribund Chinese economy but even at depressed valuations and with a large share...
USA vs. China – The screw pt. II
USA cuts off capital to three sectors. The USA will place limits on US investment in 3 Chinese technology sectors in a move that is...
WeWork – Still does not work.
WeWork is teetering on the edge. Once a SoftBank darling, WeWork is teetering on the edge of going bankrupt as it has still not fixed...
Palantir & Lucid – Knife edge
Palantir Q2 23 – Valuation knife edge. Palantir met its numbers but a misunderstanding around revenue guidance for 2023 caused the shares to collapse by...
Apple & Qualcomm– Rare agreement
For once, Apple and Qualcomm are on the same page. Amongst a difficult set of results, there are signs of a number of trends that...
Amazon and Apple – Holding steady
Apple FQ3 23 – Eating Android. Apple reported a difficult set of results but weakness in the smartphone market was offset by a strong performance...
Digital Ecosystems – Easier compares
All about cost-cutting. Meta, Google and Microsoft have all painted a rosy picture of recovery but sifting through the details reveals a reality which is...
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.
SoftBank & Arm – IPO conundrum