Reply to this post A rather subdued affair. Android P offered up such marginal improvements that Google was forced to rely on previews of long-term...
Reply to this post Another excellent year ahead. Alibaba reported excellent FQ4 18 results and guided very strongly for the year to come as its...
Reply to this post Prospectus yields valuation of $33.3bn. Being as optimistic as I dare, I can only value Xiaomi at $33.3bn, one third of...
Reply to this post Only scale slows growth. Spotify reported maiden results that met expectations but disappointed the speculators who have driven the stock up...
Reply to this post Apple FQ1 – Privacy safe house. Apple reported good FQ2 results where the star of the show was software and services...
Reply to this post There is worse to come. Facebook reported excellent Q1 18 results, but in my opinion, has yet to experience the impact...
Reply to this post Google is faring better than its peers. Alphabet reported great results and appears to be nicely avoiding the fall-out from Facebook,...
Reply to this post The only vote is the one by foot. There comes a time in every company’s history when rapid action is needed...
Reply to this post LG starts the trend. LG is the first to execute on a trend that I have long predicted and one which...
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.
Indian e-commerce – Play defence.
Reply to this post I don’t think that India is Walmart’s priority. Walmart’s agreement to take a controlling stake in Flipkart has all the hallmarks...