Peloton goes on the block. Amazon, Nike, Apple and so on are thought to be considering a purchase of Peloton, which while it has a pretty good fitness brand,...
Amazon Q4 21 – AWS to the rescue, again. Amazon reported good results in the face of rising costs, but it was the combination of the price increase for...
A further derating is on the cards. Meta reported good Q4 21 results but a flatlining of subscriber numbers raised fears that users are at last beginning to vote with...
Alphabet on track for a good 2022 Alphabet reported very solid results as seasonality augmented the secular shift to digital advertising and the potential headwinds caused by Apple privacy issues...
Russia’s excuses are exactly the same as China’s Russia is considering following China (see here) and India (see here) down the road of banning cryptocurrencies using the excuse of sound...
Netflix & Peloton pay the price for nose-bleed multiples Netflix Q4 21 – Virtual to reality As the world’s virtual reality of being stuck at home begins to end, people...
Meta hasn’t given up on Fintech Meta’s purchase of trademarks is a clear sign that it has not given up on financial services, but the vested interests and central banks...
Retreat and live to fight another day. SenseTime’s addition to the US investment blacklist has delayed the already-downsized IPO where I think the sensible move is to postpone the listing...
Listing in Hong Kong will not help much. Didi has begun its preparations to relocate its listing to Hong Kong but this is unlikely to be able to make up...
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.
Disney FQ1 22 – The insurgent
The streaming war is far from over. Disney reported good FQ1 22 results as Disney+ is continuing to add subscribers demonstrating that in the streaming wars, content remains as important...