China throws a spanner in the works of both Tencent and Cisco. Tencent Q1 2022 Tencent reported weak results as growth evaporated leaving the company waiting for both the end...
The mercurial Mr Musk takes the story on a rollercoaster. The acquisition of Twitter was never going to be straightforward, but Mr Musk is taking the story on a rollercoaster...
The real pain is yet to come. The problem of selling shares at overinflated prices is that raising more money is extremely difficult which can lead to bankruptcy and forced...
Coinbase is a low-risk bank that is very unlikely to go bust. The current scare surrounding Coinbase is entirely valid in terms of proper risk disclosure but I agree with...
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 the soft launch of its...
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 whereas Unity by any measure...
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 final stages but it has...
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 are being thrown out with...
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 to deal with the difficult...
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.
Apple – Nokia moment?
Apple will be hoping that the Metaverse goes nowhere. Apple has no choice but to go all-in on the Metaverse because if the Metaverse does replace the smartphone and Apple...