If Bing and Xbox are to go all the rest must follow. The debate is raging over what the future holds for Microsoft and whether...
There is now nothing left on the table for shareholders. Expectations are that Twitter will price above the top of the already increased price range....
I suspect that Fairfax has no rabbit to pull out of the hat. Close of US business is the deadline by which Fairfax must firm...
One black eye does not make a knock-out. Sony is paying the price for its ambition with an awful set of results. Sony reported Q2...
There are signs of stability that Wall Street will over interpret. Facebook comfortably beat forecasts but comments around usage and limiting the degree of monetisation...
A big bump up but still a long way to go. BlackBerry has gained 20m BBM subscribers in the last week after making the service...
Growth from here needs another segment. Apple reported good Q4 results but concerns around competition and profitability caused weakness in after-hours trading. Revenues / EPS...
Valuations in this segment are reaching nose bleed territory. Just four months ago Snapchat closed a series B round of $60m with a valuation of...
Microsoft and Amazon both had good nights on Thursday. Amazon posted fantastic sales but lousy profitability while Microsoft was bailed out by enterprise once again....
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 – This is no flip
At this price the highest quality investor should sell. Twitter enjoyed an incredibly strong debut, rising 73% above the offer price to close at $44.90....