The crash continues The collapse of FTX is doing further damage to the now very fragile crypto proposition but I have no doubt that once the dust settles, blockchain &...
Renault finally lets Google off the leash. Renault has announced its new long-term strategy and for EVs, it is deepening its partnership with Google & Qualcomm which in my opinion...
Palantir is punished for its high revenue multiple. Palantir reported reasonable results but a small FX-related adjustment to guidance sent the shares down 11% in an indication of just how...
Coinbase has further to fall. Cryptocurrencies have stabilised around current levels but activity in the space has declined greatly, meaning that exchanges and banks need to make the investment case...
AMD and Sony beat on company-specific issues. AMD Q3 2022 AMD met expectations and guided better than expected not because there has been a sudden bounce in demand but because...
Meta investors do not have a leg to stand on. Meta investors are starting to whine about the bad corporate governance practices at Meta as Mr Zuckerberg appears to be...
Amazon Q3 2022 – Humble pie Amazon reported good results, but the traditional holiday season is going to be weaker than expected further reinforcing the view that Amazon has expanded...
Ms Sandberg is already badly missed. The results were bad but engagement with its services has remained steady which is the one saving grace for a company where its investments...
The pandemic bill comes due. The technology sector is feeling the pinch as consumers and businesses have less money to spend as a result of everyone paying for the pandemic...
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.
Meta Platforms – Token gesture.
Zuckerberg throws his gadflies a bone. If Mr Zuckerberg really intends to cater to the interests of minority investors he should immediately realign his voting interest in the company with...