Reply to this post Tencent remains a few steps away from greatness. Tencent followed Alibaba in reporting a mighty set of numbers driven not by...
Reply to this post Improving monetisation underpins mighty numbers. Alibaba reported very strong FYQ1 16A results as a very good performance in e-commerce was enhanced...
Reply to this post WhatsApp could be the edge Facebook needs to catch-up. Facebook is finding other ways to penetrate the Indian market having had...
Reply to this post In India, Google and Facebook’s rivalry is clear. India is one of the last remaining Internet wildernesses and in this...
Reply to this post HERE offers much more for $500m. I think that $500m would be much better spent in becoming a meaningful shareholder of...
Reply to this post Alphabet and Amazon both have a good night. Good Q2 16A results from Amazon and Google but a muted market reaction...
Reply to this post Facebook and Twitter going in opposite directions. Facebook and Twitter report very different results, highlighting the gulf between the haves and...
Reply to this post Long-term investors pay heavily in lost opportunity. Only in the context of Yahoo’s awful execution over the last 4 years...
Reply to this post Another quarter marred by more of same. Yahoo reported another dismal quarter where it badly underperformed both its peers, Google 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.
Uber – Time to print
Reply to this post The time to make money has arrived. In the last few weeks Uber’s position in the transportation industry has crystallised meaningfully,...