Uber is not quite out of the woods yet. I have been very negative on Uber since long before the IPO, but I think that the time has come to...
Engineering disease bill rises to $16bn. Doctor Porat has been able to do very little to treat Google’s chronic case of engineering disease (see here), the bill for which is...
Pinterest is back where it started. Pinterest has exactly the same problem that plagued both LINE and KakaoTalk in that users in the home country are very productive but overseas...
Big tech is just fine. Apple FQ4 19 – Accessories assemble Apple reported good FQ4 19 results as wearables and services offset a less than expected decline in iPhone shipments....
Grubhub clearly demonstrates a lack of barriers. Grubhub reported reasonable Q3 2019 results compared to already lowered expectations but took expectations even further down in a clear demonstration that there...
Google Q3 19, Another Softbank write-down, Huawei’s UK respite. Google Q3 19 – Core drives. The rest lags. Alphabet reported good Q3 19 results that were poorly received as cost...
Better search but not assistant. Google is going to get even better at search which will improve its relevance with users and increase its dominance, but it won’t help in...
Airbnb is not WeWork. Airbnb is being tarred with the WeWork, Uber and Lyft brush, but a closer look reveals a company that has already proved that it can make...
Vested interests sink Libra. There are certainly regulatory issues that need to be addressed with Facebook’s or any digital currency, but I suspect that the main reason for Libra’s failure...
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.
Disney+ – Good omens.
Teething problems are a good sign. I see the technical issues at Disney as a good sign because it implies that the demand for the unique catalogue that it has...