Peloton is under assault on all fronts. Peloton is a warning to anyone who has invested in narrative-driven stocks that when the story breaks and the fundamentals start to matter...
Qualcomm is the exception to shortages. Qualcomm reported good results and guided well which I think demonstrated more about the company’s ability to execute as opposed to sending a signal...
Games are about loyalty for now. Netflix has launched a suite of exclusive games for mobile devices that will be soon made available to Android users but the service will...
The public market will take no prisoners. Rivian’s valuation at IPO of $60bn (post-money) is lower than the $80bn mooted but it is still way above anything that a reasonable...
Zuckerberg bets his company on the Metaverse. Mark Zuckerberg is betting his company on the Metaverse, and while it is making the right noises, it is clear that this was...
Apple FQ4 2021 – Not so chipper. Apple reported disappointing results as a result of the ongoing supply chain difficulties and also warned that the problems were getting worse going...
Some semis are value stocks. Samsung fleshed out its preliminary report by reporting another very good quarter supported by strong chip pricing thanks to the current shortage. Despite signs that...
Alphabet Q3 2021 – Very little Apple effect. Alphabet reported excellent results but weakness at YouTube, Google Cloud, and a muted share price response continue to imply that the shares...
Facebook puts its money where its mouth is. Users are still not deserting Facebook despite all of the bad press but the real story here is that Facebook is going...
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.
Meta (Facebook) – Circumnavigation.
Meta’s trip around the Digital Life Pie begins. Hot on the heels of its name change, Meta has begun to do exactly what I suspected which is to acquire both...