SoftBank & Arm – All the stops pt. II
More like Qualcomm than Nvidia. SoftBank has made public the F-1 for the IPO or Arm which is a fair appraisal of the company, but...
SoftBank & Arm – All the stops.
SoftBank leaves no stone unturned in the hunt for $64bn. The latest transaction between SoftBank and Vision Fund I is an attempt to put a...
Peloton – 3rd time lucky?
Peloton is not for the faint of heart. Peloton is a fallen angel whose shares I resoundingly hated (see here) when it was flying high...
Tencent and China – Dog days.
China is now a deeply contrarian investment. Disappointing results from Tencent combined with the worsening economic outlook and disappearing data make China a deeply...
SoftBank & Arm – IPO conundrum
One of the trickiest IPOs for many years. SoftBank’s difficulties are increasing after the Chinese economy has hammered the valuation at which it could...
Ford – Stern stuff
Ford moves deeper into services. Ford continues to demonstrate its understanding of the opportunity that it needs to address with the migration of its...
Alibaba FQ1 24– No takers.
Nobody wants to know. Alibaba reported good results beating expectations and the moribund Chinese economy but even at depressed valuations and with a large share...
USA vs. China – The screw pt. II
USA cuts off capital to three sectors. The USA will place limits on US investment in 3 Chinese technology sectors in a move that is...
WeWork – Still does not work.
WeWork is teetering on the edge. Once a SoftBank darling, WeWork is teetering on the edge of going bankrupt as it has still not fixed...
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.
Artificial Intelligence – Broken business