Fundamentals and valuation remain divorced. Tesla reported excellent results that begin to establish its long-term credentials as a player in this market but the notion that it is worth...
China does the USA another favour. China’s potential crackdown on its education industry is likely to have the opposite impact of that which is desired holding back the next generation...
Jio and Google fragment the Android platform. Jio Platforms is redoubling its efforts to capture the Indian market for new digital services while ceding the traditional ecosystem to Google and...
Texas Instruments raises questions on the supercycle. Texas Instruments bucked the semiconductor super cycle narrative in its Q2 2021 results with a forecast that has led some to question whether...
Peloton finally gets one right. Peloton’s move into virtual cycling games should provide some exclusivity for its bikes which if taken to its logical conclusion may help cushion the company...
Part I can be found here Part II – Aurora demands the shirt off the investor’s back. The valuation of this deal is even more divorced from reality than Tesla...
A look at the Aurora SPAC in two parts The autonomous trucking company is going public at $11bn with mediocre technology and a financial plan that will not see the...
Tencent’s treatment will help predict what happens to everyone else. Of the two possible motivations that lie behind the increasing regulatory clampdown on the Chinese technology sector, it is the...
New Auto raises new issues. VW has outlined how it plans to transform from a petrol-powered box shifter into a vendor of software and services, but this throws up a...
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.
APPL/GOOG/MSFT – Look elsewhere
Great numbers are already reflected in valuations. Alphabet Q2 2021 – No adpocalypse Alphabet reported excellent Q2 2021 results, and it looks as if Apple’s adpocalyspe is not going to...