Reply to this post Even at $54bn, no shortage of sellers. While attention is focused on SoftBank’s moves to take a 13-15% stake in Uber,...
Reply to this post No last hurrah for Yahoo. Despite its recent acquisition by Verizon, the decline of Yahoo’s assets seems to be accelerating, further...
Reply to this post In mobile, China is more developed than USA. Comparing China’s Singles Day against Brown Thursday, Black Friday and Cyber Monday in...
Reply to this post This is Lyft’s best chance to catch Uber. With yet another skeleton emerging to hinder Uber, Lyft is increasing its recent...
Reply to this post Alibaba is very different to Amazon. I think Alibaba’s investment in Sun Art has nothing to do with Amazon’s strategy with...
Reply to this post Google’s AI already paying dividends Both Google and Facebook have a fake news problem but Google’s leadership in AI means that...
Reply to this post Mighty core business buys time. Tencent reported strong results driven mostly by its content offerings which gives the company time to...
Reply to this post At around $70bn, there should be plenty of sellers. Uber has approved a deal where SoftBank will lead a $1bn fund...
Reply to this post Tencent begins to build on Supercell. Following the most difficult set of results after its IPO, Snap has conveniently announced that...
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.
Google & Amazon – Battle for the smart home pt. V.
Reply to this post Google has a chance to displace Amazon. I don’t think Google will go out of its way to patch things up...