Apple Metaverse – No choice.
Apple must address the Metaverse but not yet. According to the media chatter, Apple was supposed to release a Metaverse device this year, but I...
TikTok – No immunity.
AI can’t rescue this one. The general malaise in advertising is by no means limited to the big names as even TikTok which has gained...
Meta Platforms – Token gesture.
Zuckerberg throws his gadflies a bone. If Mr Zuckerberg really intends to cater to the interests of minority investors he should immediately realign his voting...
Crypto – Coin crunch pt. III.
The crash continues The collapse of FTX is doing further damage to the now very fragile crypto proposition but I have no doubt that once...
Renault, Qualcomm & Google – More GAS.
Renault finally lets Google off the leash. Renault has announced its new long-term strategy and for EVs, it is deepening its partnership with Google &...
Palantir Q3 2022 – Value punishment
Palantir is punished for its high revenue multiple. Palantir reported reasonable results but a small FX-related adjustment to guidance sent the shares down 11% in...
Research publication – Clash of the Titans Vol. V – Radio Free Mobile
7th November 2022: Radio Free Mobile and Alavan Independent update their coverage of the geopolitical and technological rivalry between the USA and China with the...
Crypto & Coinbase – Deep freeze.
Coinbase has further to fall. Cryptocurrencies have stabilised around current levels but activity in the space has declined greatly, meaning that exchanges and banks need...
Qualcomm FQ4 22 – Opportunity incoming
The long-term scale tips in Qualcomm’s favour. A good set of results marred by a difficult outlook for FQ1 & FY 2023 also contained 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.
Corporate Governance – Caveat emptor pt. III