No oligarchs please we are Chinese. The withdrawal of Zhang Yiming from the management of ByteDance is all about ensuring that the IPO goes well and that the events that...
Currencies in name only. While cynics will call Tesla’s recent policy changes regarding Bitcoin a classic pump and dump, I think that they are a clear demonstration that cryptocurrencies are...
The genie is finally out of the bottle? While cryptocurrencies and digital tokens are grabbing all of the headlines, I think that the real action is going to be in...
Apollo bets $5bn on a fourth attempt. Apollo is paying $5bn to acquire 90% of Verizon’s media assets in yet another sure signal that the only good thing that Marissa...
One good, one bad exemplifies how unbalanced risk is in big tech. Amazon – Permanent pandemic Amazon reported excellent results as the shift towards online shopping that was accelerated due...
Both Apple and Facebook smash expectations. Apple FQ2 2021 – the last of the stay at home Apple reported FQ2 2021 results that blasted through estimates as the work and...
Good results but different reactions imply that valuation in big-cap tech is starting to matter again. Alphabet Q1 2021 – Approaching the range. Google reported good Q1 2021 results as...
Lyft sells its differentiation. Lyft may have sold a struggling asset but in a world of robotaxis, this asset was the one chance Lyft had at winning any differentiation highlighting...
Mapbox claims a navigation niche. Hot on the heels of announcing a new CEO and a new strategy (see here), Mapbox has announced a navigation product for automotive which is...
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.
Peloton – Backwards pedalling.
Peloton should be moving out of hardware. Peloton’s move deeper into hardware will benefit the company in the short term, but as the value in this sector moves into software...