LINE – Number trouble.
Reply to this post I can’t get close to the IPO valuation. LINE has filed to go public in July...
Huawei – Rivers of blood. Pt II.
Reply to this post Huawei’s software has a better chance in China. Huawei is making the right initial...
Facebook & HTC – Collateral Damage. Pt II.
Reply to this post Oculus is back on the HTC Vive, but it won’t save HTC. Oculus Rift apps are...
Apple – Jack lives.
Reply to this post The 3.5mm jack survives the attempt on its life. With the launch of the iPhone 7...
Tencent & Supercell – Mix of clans
Reply to this post Integration with China not critical but it is elsewhere. Tencent has announced that it is leading...
Spotify – Magic 100
Reply to this post 100m users begins to tip the scale in Spotify’s favour. Spotify has announced that it has...
Apple vs. Google – Private investigations
Reply to this post Apple can afford privacy where Google & Co. cannot. At its recent developer conference Apple gave...
Tencent & Activision Blizzard – Colonial times.
Reply to this post Tencent and Activision go where Microsoft and Sony fail to tread. Tencent appears close to buying...
Twitter – Clouds of sound.
Reply to this post 10% of SoundCloud fixes nothing. Twitter is investing $70m in SoundCloud by taking the majority of...
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.
Amazon – Proper practitioner? pt II.