Storm in a teacup. The SEC has added Alibaba to its list of Chinese companies that will be delisted in 2024 in a move that in my opinion is really...
Amazon Q2 2022 – Good. Amazon reported good results and guidance as AWS and its on-site advertising business supported softness in its biggest business and are expected to enhance e-commerce...
Meta Platforms Q2 2022 – Slows the Metaverse. Meta Platforms reported soft numbers and increased the price for the Oculus VR headset in a sign that the next year or...
Alphabet Q2 2022 – Taken share. Alphabet reported weaker than expected results but crucially they were not as bad as feared and the company spoke reasonably optimistically about its outlook....
Snap Q2 2022: Out of road. Snap’s growth has ground to a halt as a result of the recession and greater competition meaning that the focus needs to be on...
The turnaround begins. Peloton has fired the starter’s gun on its turnaround by announcing its exit from making fitness equipment but the tepid reaction of the share price indicates just...
Google Play: The slippery slope. Google has announced a countersuit against Match Group as the concessions that it originally made clearly do not go far enough, underlining just what a...
Musk and the board swap places. Mr Musk is seeking to kill his deal to acquire Twitter after realising that Twitter is greatly overvalued at $54.20 per share which is...
Things look much better for Alibaba. While demand is softening all over the world, Alibaba has pretty much priced in a pessimistic outlook but is starting to see a turn...
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.
Airbnb & Uber – Tale of two marketplaces.
Airbnb Q2 2022 – Great company, bad stock. Airbnb reported good results and cash flow but concerns around growth hit sentiment which has obviously prompted the company to announce a...