Salesforce picks off a weaker player. Salesforce is paying $45.52 per share (at Salesforce’s December 1st close) to acquire Slack, in a move that values the company just 18% above...
Great results but uncertain outlook. Zoom produced excellent Q3 2021 results but the burden of free users has finally hit profitability which together with an admission of slowing growth calls...
Microsoft pulls out the big guns. Microsoft is going after Zoom using its balance sheet, but it will need to further improve its user experience if it wants to knock...
Boston Dynamics finds a credible home. Boston Dynamics may have finally found a credible owner spelling the end of click-bait robots that lose money and instead focusing on bringing its...
Zoom goes from app to platform. Zoom is moving to offer more functionality on its service with the aim of becoming a platform and maintaining and growing the huge user...
Palantir takes unfair treatment of shareholders to a new level. Palantir’s S-1 and recent revisions reveal a voting structure that overwhelmingly favours its founders, ensuring that public investors are at...
Slack is not as essential as its valuation implies Comparing Q2 2020 for both Zoom and Slack is a strong indicator that the recovery is not that strong at the...
Momentum crushes valuation. Zoom reported outstanding results driven by the work from home trend that has been triggered by the pandemic but as usual, the real question is whether the...
Intel – The execution game. Intel reported good results and guidance driven by the pandemic but the news of another delay to its 7nm process caused consternation and increased concerns...
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.
Palantir Q4 2020 – Rollercoaster
Another good company bad stock scenario. In the grand scheme of things, Palantir reported excellent results but because the company trades at 2021 EV/Sales of 32.5x, nothing less than a...