SoftBank – Top of the Pops.
The hits keep on coming. SoftBank’s biggest problem following on from WeWork is that every one of its investments that go wrong or have problems...
Amazon & Uber – Cylinders and pockets.
Amazon Q4 19 – Almost all cylinders Amazon reported excellent results that completely overshadowed the hundreds of millions that Amazon is burning to win India...
GM Cruise – Form over substance.
A vehicle with no launch date. GM Cruise has launched its first autonomous vehicle which has no launch date and about which I think questionable...
SoftBank & OYO – The gathering storm
OYO is another blackeye in waiting. SoftBank’s flagging reputation may be about to take another hit as another of its flagship investments has hit difficulties...
Softbank & Wag Labs – Dog’s dinner.
No more chasing Alibaba Wag Labs Inc. is another write-down in waiting for Softbank which combined with the WeWork meltdown will see it normalise its...
Faraday Future – Skin deep.
Uncertainty is still the name of the game. Faraday Future has managed to recreate a veneer of credibility, but its plans look as unbelievable as...
ByteDance (TikTok) – Full stream ahead.
Video comes for the music stars. ByteDance is aiming to extend the popularity of TikTok into the subscription music space but I question whether its...
Google, SoftBank & Huawei – Smorgasbord.
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...
Airbnb – Unfortunate brush.
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...
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.
SoftBank – Pressure cooker