Snap Q2 2022: Out of road. Snap’s growth has ground to a halt as a result of the recession and greater competition meaning that the focus needs to be on...
The turnaround begins. Peloton has fired the starter’s gun on its turnaround by announcing its exit from making fitness equipment but the tepid reaction of the share price indicates just...
Google Play: The slippery slope. Google has announced a countersuit against Match Group as the concessions that it originally made clearly do not go far enough, underlining just what a...
Musk and the board swap places. Mr Musk is seeking to kill his deal to acquire Twitter after realising that Twitter is greatly overvalued at $54.20 per share which is...
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 starting to see a turn...
Ready for recovery? Pinterest is changing its CEO with its founder moving aside to make room for new blood from Google that will undoubtedly start to shake things up which...
Delay is increasingly the best option. The discussion over which exchange Arm is going to re-list on is increasingly irrelevant as the far more pressing issue is how SoftBank is...
Despite the parallels, Klarna is not a re-run of WeWork. At a high level, Klarna looks like a re-run of WeWork although it is a much better company meaning that...
Crypto heads for a deep freeze. The rhetoric around the safe haven and inflation hedging properties of crypto has gone eerily quiet as it transpires that cryptocurrencies are nothing more...
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.
Google & Microsoft – Big is beautiful
Alphabet Q2 2022 – Taken share. Alphabet reported weaker than expected results but crucially they were not as bad as feared and the company spoke reasonably optimistically about its outlook....