It all comes down to the valuation. Airbnb has weathered the pandemic with exceptional management execution proving that it is a good company but whether it also is a good...
A workaround that goes nowhere. The idea that Fortnite will be able to return to the iPhone through GeForce Now is technically possible but the experience is unlikely to be...
Peloton postpones the inevitable. Peloton reported excellent FQ1 2020 results as new lockdowns have triggered another surge in buying but this company is still mostly driven by hardware, and as...
Jack Ma has made someone very cross. The Chinese regulator has forced both the Shanghai Stock Exchange and the Hong Kong Stock Exchange to suspend the Ant Financial IPO at...
Tesla is still bad at autonomous driving. Tesla’s latest pronouncement on the performance of Autopilot suggests that Autopilot is safer than humans, but the reality remains that Tesla is very...
Big tech is being driven by deficit spending. Big Tech continued to benefit from the huge increases in government spending during Q3 2020 but the fact that bail-outs can’t go...
Facebook gaming lays bare another dispute with Apple. Facebook has launched its gaming service and by going last it is avoiding the blunders of its rival Google, but Facebook fell...
$1.4bn goes up in smoke. Quibi has bowed to the inevitable and decided to close its doors which should serve as a warning to investors who seem willing to pour...
Now its Google’s turn. Its Google’s turn to be on the end of a lawsuit brought by the US Department of Justice alleging abusive monopolistic practices that harm competitors and...
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.
Zoom vs. Microsoft – Priced to go.
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...