Food delivery – End of the beginning.
Uber taking out Grubhub is exactly what is needed. Uber has proposed to take over Grubhub which would create an entity slightly larger than DoorDash,...
Automotive Industry – Silver lining
The notion of a recovery is not as leftfield as I thought. Since the beginning of the pandemic, I have entertained the idea that automobile...
Jio Platforms – Land grab
Jio is making a play to finally create a home-grown digital ecosystem. General Atlantic and Saudi PIF look set to follow Facebook, Silverlake and Vista...
Uber Q1 2020 – Paint by numbers.
Uber is a master at numerical storytelling. Uber produced mixed results but has benefitted substantially from the pick-up in demand for food delivery which helped...
Peloton & Lyft Q1 2020 – Black and white.
One winner and one loser from the pandemic. Peloton Q1 2020 – Hardware heroin. Peloton reported excellent results as the virtual gym trend is accelerated...
HelloFresh – The execution game.
HelloFresh’s ability to execute under pressure is its greatest asset. Far from helping food delivery, the current pandemic seems to be accelerating the consolidation with...
Intel & Automotive – On the moov
Intel further broadens its position in digital transportation. Determined not to miss out on digital transportation the way it missed out on mobile, Intel is...
Amazon Q1 2020 – Pandemic blues.
Lack of a vaccine will hurt for some time. Amazon reported good results but disappointed shareholder by committing all of its profits in Q2 2020...
Apple FQ2 2020 – The olive branch
Withdrawal of guidance unsettles the market. Apple reported good results but withdrew its guidance offering instead an olive branch comprised of a dividend increase...
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.
Tencent Q1 20 – The lockdown lift