Alibaba Q1 16A – Law of large numbers.
Reply to this post Good growth but not good enough. Alibaba disappointed the market with its Q1 16A results as...
Alibaba – Trip down the Amazon.
Reply to this post Alibaba is evolving to become the Amazon of China. With its 20% investment in Suning, Alibaba...
Google – The birds and the elephant.
Reply to this post Many birds hit with one stone but the elephant is missed. Google’s restructuring should bring some...
Apple Music – Drop out question
Reply to this post Spotify net adds is the key metric to watch. Apple has announced that it has signed...
HTC Q2 15A – Virtual Reality
Reply to this post Hopes for recovery exist in virtual reality. HTC reported Q2 15A results that were in line...
Fitbit Q2 15A – Peak performance
Reply to this post Fitbit showing every sign of doing a GoPro. Fitbit reported blowout Q2 15A results but the...
Xbox vs. PS4 – The shifting sands
Reply to this post User experience likely to aid Microsoft in the next generation. Sony has crushed Microsoft when it...
Yahoo! – Shopping trip.
Reply to this post Yahoo! needs to tidy its house before it can successfully expand. Yahoo! is going to spend...
Nokia / German Auto – HERE today, gone tomorrow.
Reply to this post Sale of HERE is a reasonable deal for shareholders. Nokia has agreed to sell its mapping...
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.
Lenovo Q1 16A – White knuckle ride.