Twitter – The price of free speech
It becomes clear why Mr Musk refused a board seat. Elon Musk’s bid for Twitter appears to be more about his definition of free speech...
Peloton – Restless natives
Activism compounds a legion of problems. Peloton is now under assault by an activist investor who makes both fair and unfair criticisms of Peloton which...
Health Wearables – Grail delay
The Holy Grail of blood pressure is delayed. It looks as if Apple is delaying its plans to include blood pressure monitoring in the Apple...
Epic, Sony & Lego – Legblox Station
Epic games strengthens its Metaverse silo. Most of the $2bn being invested in Epic Games will be used to build a version of the Metaverse...
Google Hardware– Horrible histories
Spare parts is not a fix. Google will make spare parts for its Pixel phones available for DIY repair and while this will be generally...
The Metaverse – Enterprise first
Enterprise Metaverse is now. Almost all of the limitations that are going to prevent the Metaverse from taking off any time soon are much less...
Tesla – Unfounded confidence
Tesla is set up to lose the autonomous race. Tesla’s removal of radar from its models shipping to Europe and the Middle East is the...
Meta Platforms – Trouble in paradise
Metaverse will not save Meta from TikTok. There are signs that Meta’s push back against TikTok is flagging in a rare example of where a...
Peloton – Hard road home
Moving to subscription is going to hurt. Peloton is starting to move towards the subscription-based business that it always had to become but the legacy...
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 – Price of free speech pt. II