Google I/O 2022 – Babel fish
Google puts a placeholder on the Metaverse with a Babel fish. The all-important Google I/O keynote was a fairly humdrum affair with the exception of...
Peloton vs. Unity – Tale of two crashes
Peloton is cheap but Unity is not. Bad results from both companies caused further share price declines but Peloton is moving into deep value territory...
Palantir Q1 22 – Knock knock!
Getting close to interesting territory. Palantir joins the list of companies that report a slight miss that causes a big sell-off in the shares that...
Arm China – Turning point
SoftBank & Arm finally get the upper hand. The fight for Arm China that is causing consternation to Arm’s IPO looks to be in its...
Tech Sector 2022 – The pummelling
Blood bath opens the door for stock picking. Following the Nasdaq’s biggest one day downwards move in 2 years it is clear that the babies...
Uber and Lyft – Parting of the ways
Uber and Lyft go in different directions. Lyft and Uber go in different directions as Uber’s food business and its much larger size allow it...
Didi – Desperate times pt. III
Didi is a classic value trap Didi is undoubtedly one of the cheapest technology companies currently available for investment, but the prospect of being unlisted...
Eid el Fitr – Back Wednesday 4th May
RFM will return after the Eid el Fitr holiday on Wednesday 4th May.
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.
Crypto & Coinbase – Coin crunch