Google – Pilgrim’s progress.
Reply to this post Google advances further towards full control of Android. It appears that mobile operators ranging the Pixel...
Yahoo – Irrelevant pandemonium.
Reply to this post The mess of the Verizon sale is almost irrelevant when valuing Yahoo. It is becoming clear...
Samsung – Uncharted territory.
Reply to this post Samsung’s loss could be Huawei’s and Google’s gain. As a result of making a complete mess...
Twitter – Exit strategy pt. II.
Reply to this post If no one bids then there is much further to fall. Twitter has already lost 20%...
Samsung Q3 16A – Summer cycle
Reply to this post Margin to be strong while the cycle lasts. Samsung has given very solid indications for its...
Samsung – Collision course
Reply to this post I think Viv puts Samsung back in conflict with Google. Samsung has taken a plunge...
Google – Brain distribution.
Reply to this post Devices are merely the vessels for distribution of Google’s brains. Google launched a range of devices...
Facebook – Yard sale.
Reply to this post Something new needed to make this work. Facebook has decided to have another go at classifieds...
Twitter – Exit strategy.
Reply to this post Bid frenzy offers a great exit point. Without big success in media consumption, Twitter offers very...
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.
Samsung – Kitchen sink.