Amazon & MGM – One last roar?
Amazon overpays for a jaded asset. Amazon is acquiring MGM Studios to bolster its digital ecosystem but while it has a great name and impressive...
Peloton – Backwards pedalling.
Peloton should be moving out of hardware. Peloton’s move deeper into hardware will benefit the company in the short term, but as the value in...
China Ecosystems – Falling heads.
No oligarchs please we are Chinese. The withdrawal of Zhang Yiming from the management of ByteDance is all about ensuring that the IPO goes well...
Epic vs. Apple – A right Battle Royale pt. VII
Tim Cook has a really bad memory. There are a number of items that stretch one’s credibility in the testimony given by senior Apple executives...
Research Publication – The COVID-19 Webinar – Musical Chairs – Episode V
With the virus taking a back seat to the weather in temperate climates and vaccination moving into high gear, the 2021/2022 season should be only...
Google i/o – Catch-up.
Google plays catch up on multiple fronts. Google used its keynote to highlight updates to its ecosystem that offer up its version of competing products...
Arm & NVIDIA – RISC Risk
RISC-V gains more momentum. One of the big problems of Arm’s perceived loss of independence by being acquired by NVIDIA is that interest in rivals,...
Telco operators – Packet pushers
AT&T & Verizon admit defeat. AT&T and Verizon’s failure to differentiate themselves through media consumption is a stark warning to all telco operators that they...
Crypto – No currencies here
Currencies in name only. While cynics will call Tesla’s recent policy changes regarding Bitcoin a classic pump and dump, I think that they are a...
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.
Epic vs. Apple – A right Battle Royale pt. VIII.