Klarna – WeWork replay pt. II
Klarna accepts reality. Klarna is raising $600m at $6.5bn in another clear example of the agonising problems that occur when one needs to raise money...
Klarna – WeWork replay?
Despite the parallels, Klarna is not a re-run of WeWork. At a high level, Klarna looks like a re-run of WeWork although it is a...
WeWork IPO – La La Land.
This time its SPAC. WeWork is once again having a crack at going public and while the valuation is 80% lower than it was last...
Softbank & WeWork – End of work?
Goodbye blue sky. Softbank needs to take a good hard look at its processes as the valuation that it is prepared to pay for WeWork...
WeWork – House of cards.
I do not expect an IPO in 2020. WeWork has gone from a $47 juggernaut sweeping all before it to a company that so desperate...
Softbank and WeWork – No Work
Softbank blinks after two heavy losses. With Uber down 28% and Lyft down 38% from their respective IPO prices, it looks like Softbank has finally...
WeWork IPO – Does not work.
I can’t see value even after a 58% cut in the valuation. Other than its cool factor, I struggle to see why WeWork is better...
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...
Tech Newsround – Google & Klarna
Google Play: The slippery slope. Google has announced a countersuit against Match Group as the concessions that it originally made clearly do not go far...
About Me
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.
WeWork – Still does not work.