Tencent Q3 2021 – The overhang
Regulatory overhang remains. A slow down in growth at Tencent was mitigated somewhat by international expansion but could hide the fact that the regulatory...
Rivian – Field of dreams.
Dreams trump arithmetic for now. Rivian is coming to market at $78 a share giving it a valuation of $77bn despite not having sold a...
Roblox Q3 2021 – Pandemic independence.
Roblox confirms that it is not Peloton. Roblox has exited the pandemic in good shape despite its users getting out and about again confirming that...
Meta (Facebook) – Circumnavigation.
Meta’s trip around the Digital Life Pie begins. Hot on the heels of its name change, Meta has begun to do exactly what I suspected...
Peloton FQ1 2022 – The narrative crashes
Peloton is under assault on all fronts. Peloton is a warning to anyone who has invested in narrative-driven stocks that when the story breaks and...
Qualcomm FQ4 21 – Execution chops
Qualcomm is the exception to shortages. Qualcomm reported good results and guided well which I think demonstrated more about the company’s ability to execute as...
Netflix – The ecosystem game pt. II
Games are about loyalty for now. Netflix has launched a suite of exclusive games for mobile devices that will be soon made available to Android...
Rivian – The contortionist pt. III.
The public market will take no prisoners. Rivian’s valuation at IPO of $60bn (post-money) is lower than the $80bn mooted but it is still way...
Meta (Facebook) – All-in on Meta.
Zuckerberg bets his company on the Metaverse. Mark Zuckerberg is betting his company on the Metaverse, and while it is making the right noises, it...
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.
GM Cruise – Sim city