Research publication – Clash of the Titans Vol. V – Radio Free Mobile
7th November 2022: Radio Free Mobile and Alavan Independent update their coverage of the geopolitical and technological rivalry between the USA and China with the...
Crypto & Coinbase – Deep freeze.
Coinbase has further to fall. Cryptocurrencies have stabilised around current levels but activity in the space has declined greatly, meaning that exchanges and banks need...
Qualcomm FQ4 22 – Opportunity incoming
The long-term scale tips in Qualcomm’s favour. A good set of results marred by a difficult outlook for FQ1 & FY 2023 also contained a...
AMD & Sony Q3 2022 – The outliers.
AMD and Sony beat on company-specific issues. AMD Q3 2022 AMD met expectations and guided better than expected not because there has been a sudden...
Corporate Governance – Caveat emptor pt. II.
Meta investors do not have a leg to stand on. Meta investors are starting to whine about the bad corporate governance practices at Meta as...
Autonomous Autos – Capitulation
Autonomous driving enters the capitulation stage Autonomous driving continues to have a torrid time as its devotees adjust to the reality that has been obvious...
Amazon, Apple & Intel Q3 2022 – More gloom
Amazon Q3 2022 – Humble pie Amazon reported good results, but the traditional holiday season is going to be weaker than expected further reinforcing the...
Meta Platforms Q3 2022 – No fishing here
Ms Sandberg is already badly missed. The results were bad but engagement with its services has remained steady which is the one saving grace for...
Alphabet & Microsoft Q3 2022 – Bad omens
The pandemic bill comes due. The technology sector is feeling the pinch as consumers and businesses have less money to spend as a result of...
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.
Palantir Q3 2022 – Value punishment