Tencent – Tale of two pies.
Reply to this post Tencent dominates but still has much more to do. Tencent already dominates Digital Life in China...
Alphabet – Other people’s money
Reply to this post Core businesses showing signs of maturity. Alphabet reported good Q2 17A results but the fact that...
LeEco – Bleeding out
Reply to this post LeEco could be acquired by one of the BATmen. Despite closing the vast majority of its...
LeEco – Electric millstone.
Reply to this post I think, LeEco must exit automotive to survive. It looks very much like LeEco is giving...
LeEco – Le life line
Reply to this post Small war chest means laser sharp strategy and execution needed. Chinese real estate developer Sunac has...
LeEco – Thin ice.
Reply to this post I think financial thin ice will force LeEco out of automotive. LeEco has hit a major...
LeEco – Join the dots
Reply to this post LeEco looks more like Samsung than Apple. LeEco is rapidly assembling the pieces that it needs...
Research Update – Mobile Ecosystems – Money Talks – Update
Reply to this post February 21st 2016: Radio Free Mobile updates its ecosystem monetisation model with a new slide deck. RFM...
Radio Free Mobile updates its ecosystem monetisation model with a new slide deck.
RFM research subscribers will receive their copy directly by email. Thanks to price erosion, the value of the smartphone and tablet markets are likely to...
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.
Faraday Future – The wrong man.