Reply to this post A better shot at the $100bn club. Meituan has filed for an IPO which, in my opinion, has much better fundamental reasons to justify a $100bn...
Reply to this post JD.com will help Google shopping a bit. Sinking $550m into JD.com is unlikely to do anything for Google’s fortunes (or lack...
Reply to this post Amazon: 480 – Alibaba 600,000+. Alibaba is already streets ahead of Amazon when it comes to total business transactions and its...
Reply to this post A valuation richer than Alibaba makes no sense. Investment banks involved in Xiaomi’s IPO have released their valuations and while they...
Reply to this post Make money not headlines. Not to be outdone by the bike sharing craze in China, Silicon Valley is jumping on the...
Reply to this post Baidu still No. 2 in AI. Comparing how Baidu is using AI to manage user generated content to how Facebook...
Reply to this post Baidu removes barriers for Alibaba and Tencent. Hot on the heels of the spin off of iQiyi, Baidu has announced the...
Reply to this post Bad guidance is worse than no guidance at all. Tencent reported Q1 18 results that beat expectations but increased my concern...
Reply to this post Another excellent year ahead. Alibaba reported excellent FQ4 18 results and guided very strongly for the year to come as its...
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.
Faraday Future – The wrong man.
Leadership unconnected with past is needed. Faraday Future has secured a life line that ushers it back into the increasingly crowded electric vehicle start-up space, but I have concerns...