Activision / Microsoft – Buyer’s remorse.
FTC may end up doing Microsoft a favour. If Microsoft had delayed its bid for Activision, it probably would have been able to get it...
Automotive services – Backward business
Users are not going to subscribe to hardware. RFM has long predicted that automotive digital services are the solution to the problem of lower vehicle...
Zoom – Circle of life
Consumer is in trouble. Zoom reported results that show that the pandemic boom is well and truly over and while the valuation has returned to...
Faraday Future – Dilution effect
Best case valuation is almost zero. The gap between Faraday Future’s spin in its press releases and the reality of its SEC filings has never...
Artificial Intelligence – Galactic fail.
Hubris once again found wanting. The failure of Meta’s scientific language model to survive for more than three days online is just another sign that...
Alibaba FQ2 23 – Recovery in waiting
The turn depends on Covid Zero policy. Alibaba reported reasonable results where e-commerce remained flattish but an increase of share buybacks to $40bn to the...
Nvidia, Cisco & Micron – Tale of two cities
Two tech segments worlds apart. Nvidia and Cisco managed to reassure the market with reasonable results pointing to steady enterprise spending but Micron, Amazon, and...
Corporate Governance – Caveat emptor pt. III
Another investor without a leg to stand on. Another investor has come out of the woodwork to criticise Alphabet’s expenses and its hiring practices but...
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...
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.
Huawei & ZTE – No substance.