Didi – The long way back
FAW may signal the end of the worst. Didi is in real trouble but the addition of a large, state-backed vehicle maker as a shareholder...
Alibaba FQ4 2022 – Zero-fun Covid
Half out of the woods Alibaba reported good FQ4 2022 results and ended the worst year in its history on a high note but then...
Nvidia & Snowflake – Multiple compression
Small misses pressure multiples again Nvidia reported good FQ1 2023 results but the market is so sensitive to high-multiple stocks that the shares fell 10%...
Microsoft Build 2022 – Metaverse placeholder
Microsoft goes back to basics. Microsoft is taking its developer conference back to its roots and focusing its time on things that actually matter to...
Snap – Oh snap!
Crunch looks to be limited to Snap. Snap has warned that growth will be slower than expected when it gave its Q2 2022 guidance just...
Apple – Nokia moment?
Apple will be hoping that the Metaverse goes nowhere. Apple has no choice but to go all-in on the Metaverse because if the Metaverse does...
Tencent & Cisco – Chinese spanner
China throws a spanner in the works of both Tencent and Cisco. Tencent Q1 2022 Tencent reported weak results as growth evaporated leaving the company...
Twitter – The price of free speech pt. V.
The mercurial Mr Musk takes the story on a rollercoaster. The acquisition of Twitter was never going to be straightforward, but Mr Musk is taking...
EV SPACs – No bottom here.
The real pain is yet to come. The problem of selling shares at overinflated prices is that raising more money is extremely difficult which can...
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.
Sony – Car sense