China is now a deeply contrarian investment. Disappointing results from Tencent combined with the worsening economic outlook and disappearing data make China a deeply contrarian trade and there is...
Ford moves deeper into services. Ford continues to demonstrate its understanding of the opportunity that it needs to address with the migration of its business model to subscription and...
Nobody wants to know. Alibaba reported good results beating expectations and the moribund Chinese economy but even at depressed valuations and with a large share buyback, sentiment towards China remains...
WeWork is teetering on the edge. Once a SoftBank darling, WeWork is teetering on the edge of going bankrupt as it has still not fixed the fundamental issues with its...
Palantir Q2 23 – Valuation knife edge. Palantir met its numbers but a misunderstanding around revenue guidance for 2023 caused the shares to collapse by 12% before recovering in an...
For once, Apple and Qualcomm are on the same page. Amongst a difficult set of results, there are signs of a number of trends that put the company in a...
Apple FQ3 23 – Eating Android. Apple reported a difficult set of results but weakness in the smartphone market was offset by a strong performance from services and the incremental...
All about cost-cutting. Meta, Google and Microsoft have all painted a rosy picture of recovery but sifting through the details reveals a reality which is much more sanguine although not...
AI cannot offset the general malaise. The contrast between TSMC and the rest of the semiconductor industry is a result of AI not being big enough to offset weakness elsewhere...
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.
SoftBank & Arm – IPO conundrum
One of the trickiest IPOs for many years. SoftBank’s difficulties are increasing after the Chinese economy has hammered the valuation at which it could exit Alibaba and the knock-on...