Xiaomi’s looks to be going after Huawei’s business. Xiaomi’ latest launches signal a change in direction for the company that I suspect has been triggered by Huawei’s problems which have...
The dual share distribution causes problems. Deliveroo may already be regretting its decision to list in London as a number of big funds have decided to skip the IPO on...
The great office return beckons. While the hottest stay-at-home at home stocks have started to correct from their highs, I think there is probably a long way to go as...
Easy money has a price. Faraday Future is an EV company with a very chequered history, but even this is capable of commanding a multibillion-dollar valuation with no intention to...
I am not convinced that Facebook is paying anything. Facebook has struck a 3 year deal with News Corp (see here) to “pay” for the Australian news that hosts on...
Opportunity or threat? Stripe has raised $600m at an eye-watering valuation of $95bn in a funding round that appears to have no purpose other than to provide a base from...
Long term prospects but wait for a dip. Roblox has the potential to morph into something far more interesting than it is today, but a large cash flow crunch when...
Mapbox reshuffles to go for automotive. Mapbox has moved into a new phase of its development by moving its founder and CEO into the role of chairman and chief strategy...
Zoom is growing on the back of a declining asset. Zoom reported another great set of results but its success and the ability of its customers to manage through the...
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.
Deliveroo – Unfairly hammered?
Lack of support looks to have been the cause. Deliveroo took a hammering on its first day of trade falling 26% below the issue price in what I suspect has...