Amazon Q4 19 – Almost all cylinders Amazon reported excellent results that completely overshadowed the hundreds of millions that Amazon is burning to win India as its investments in growing...
Tesla Q4 19 – Own two feet Tesla’s results have already divided opinion, but while the valuation remains unjustifiable, I think my very long-term view that Tesla won’t survive needs...
The bloodbath is not over. The bloodbath that is the micro-mobility market still has a long way to go before anyone has a hope of making any money let alone...
Assistants are too stupid for mass adoption. While growth in the digital assistant space is slowing, the battle looks like it is almost over although Google still has one or...
Only users can save Libra. The loss of Vodafone is another nail in the coffin of Facebook’s digital currency Libra meaning that the only thing that can save it now...
Tencent has a real problem on its hands. The market for Digital Life services has clearly switched from one of growth to one of competition as the growing fight between...
Advertising is not the way to monetise Instant Messaging. Facebook has abandoned its plans to monetise WhatsApp through advertising which if its peers are anything to go by was always...
Trade war may end but tech rivalry is just beginning. Despite an easing of tensions on the trade front, it is clear that while the two are happy to trade,...
OYO is another blackeye in waiting. SoftBank’s flagging reputation may be about to take another hit as another of its flagship investments has hit difficulties and is struggling to overcome...
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.
Digital automotive – Window of opportunity
Data from cars is better than data from phones for now. When it comes to digital transportation services, I think that data that comes directly from the vehicle will...