Tech Sector 2022 – The pummelling
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...
Autonomous autos – Faulty steering.
Removing the safety driver can lead to a misinterpretation of reality. Cruise has received permission to run its vehicles without safety drivers being present which...
Uber Q1 19 – Slave to the market.
Uber now has to bow to the stock market. Uber’s maiden set of results demonstrated exactly the problem associated with listing immature companies on the...
CES 2019 – Dark horses of Vegas.
Interesting offerings that slipped through the cracks. Real wireless power Thanks to Apple, wireless charging using the Qi standard is now everywhere, but far more...
Apple vs. Android – The price of price.
Apple benefits but Android suffers. The result of huge increases in device prices is now being felt as data from the US indicates that iPhone...
Didi – In the saddle.
Reply to this post Didi can crush the bike sharing upstarts. In China where the bicycle is an integral part...
Xiaomi & Huawei – Different strokes
Reply to this post Xiaomi and Huawei go in different directions. While commentators are absorbed with Apple’s (almost certainly temporary)...
Samsung – Edge dancer.
Reply to this post Samsung is left with very little on Android devices. Following the disaster of the Galaxy Note...
Huawei & Xiaomi – Easy come, easy go.
Reply to this post Huawei and Xiaomi need a deal with the BATmen. The rise of Vivo and Oppo in...
About Me
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.
Uber vs. Lyft – Blood in the water