Samsung Q2 2022 – Supercycle pt. VI.
Samsung triggers a relief rally. Samsung reported results that broadly met expectations and I suspect that Samsung will be taking share in the coming quarters...
Amazon vs. Alibaba – The Baba vote.
Things look much better for Alibaba. While demand is softening all over the world, Alibaba has pretty much priced in a pessimistic outlook but is...
Geely & Meizu – Cars not phones
I don’t think Geely is interested in smartphones. Chinese car maker Geely has acquired a majority stake in Chinese smartphone maker, Meizu, not to become...
Klarna – WeWork replay pt. II
Klarna accepts reality. Klarna is raising $600m at $6.5bn in another clear example of the agonising problems that occur when one needs to raise money...
Semiconductors – Supercycle pt. V.
Micron joins the canaries. Micron reported good FQ3 2022 results but guided badly blaming a sudden softening in demand that has forced it to slow...
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.
Autonomous Driving – Pie in the sky pt. III