Peloton is not for the faint of heart. Peloton is a fallen angel whose shares I resoundingly hated (see here) when it was flying high but it has now been...
One of the trickiest IPOs for many years. SoftBank’s difficulties are increasing after the Chinese economy has hammered the valuation at which it could exit Alibaba and the knock-on...
Ford moves deeper into services. Ford continues to demonstrate its understanding of the opportunity that it needs to address with the migration of its business model to subscription and...
USA cuts off capital to three sectors. The USA will place limits on US investment in 3 Chinese technology sectors in a move that is not really targeted at the...
WeWork is teetering on the edge. Once a SoftBank darling, WeWork is teetering on the edge of going bankrupt as it has still not fixed the fundamental issues with its...
Palantir Q2 23 – Valuation knife edge. Palantir met its numbers but a misunderstanding around revenue guidance for 2023 caused the shares to collapse by 12% before recovering in an...
For once, Apple and Qualcomm are on the same page. Amongst a difficult set of results, there are signs of a number of trends that put the company in a...
Apple FQ3 23 – Eating Android. Apple reported a difficult set of results but weakness in the smartphone market was offset by a strong performance from services and the incremental...
All about cost-cutting. Meta, Google and Microsoft have all painted a rosy picture of recovery but sifting through the details reveals a reality which is much more sanguine although not...
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.
SoftBank & Arm – All the stops.
SoftBank leaves no stone unturned in the hunt for $64bn. The latest transaction between SoftBank and Vision Fund I is an attempt to put a market value down for a...