Samsung fixes everything but the elephant. Samsung is expected to release two new folding phones in July where it has made substantial improvements to durability except the one that really...
Apollo bets $5bn on a fourth attempt. Apollo is paying $5bn to acquire 90% of Verizon’s media assets in yet another sure signal that the only good thing that Marissa...
The risks are demonstrably manageable. Herman Hauser has once again criticised the acquisition of Arm citing clear signs of unfair competition but what I think he has done is merely...
Darktrace makes the right choice. Instead of pulling the IPO, Darktrace dealt with the issues by cutting its valuation significantly and was rewarded with a first-day bounce that will go...
One good, one bad exemplifies how unbalanced risk is in big tech. Amazon – Permanent pandemic Amazon reported excellent results as the shift towards online shopping that was accelerated due...
Both Apple and Facebook smash expectations. Apple FQ2 2021 – the last of the stay at home Apple reported FQ2 2021 results that blasted through estimates as the work and...
Good results but different reactions imply that valuation in big-cap tech is starting to matter again. Alphabet Q1 2021 – Approaching the range. Google reported good Q1 2021 results as...
Lyft sells its differentiation. Lyft may have sold a struggling asset but in a world of robotaxis, this asset was the one chance Lyft had at winning any differentiation highlighting...
Mapbox claims a navigation niche. Hot on the heels of announcing a new CEO and a new strategy (see here), Mapbox has announced a navigation product for automotive which is...
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.
The Boring Company – White Elephant
The Boring Company reinvents the wheel. We were promised autonomous pods zipping through undercity tunnels at 200kph / 150mph but what we got was Tesla-taxis chugging from one side of...