Geely & Meizu – Cars not phones
I don’t think Geely is interested in smartphones. Chinese car maker Geely has acquired a majority stake in Chinese smartphone maker, Meizu, not to become...
Klarna – WeWork replay pt. II
Klarna accepts reality. Klarna is raising $600m at $6.5bn in another clear example of the agonising problems that occur when one needs to raise money...
Semiconductors – Supercycle pt. V.
Micron joins the canaries. Micron reported good FQ3 2022 results but guided badly blaming a sudden softening in demand that has forced it to slow...
Meta vs. Developers – Eaters of cake.
Developers want to have their cake and eat it. The notion that Meta Platforms is treating developers unfairly when it is on course to lose...
Pinterest – Ready, set, go!
Ready for recovery? Pinterest is changing its CEO with its founder moving aside to make room for new blood from Google that will undoubtedly start...
Apple & The Metaverse – Not yet
2023 is too early. Despite feverish speculation, Apple failed to launch a Metaverse device at WWDC 2022 and now speculation has shifted to early 2023...
Autonomous Autos 2021 – Creaking at the seams
AutoX takes a questionable lead. Waymo, Baidu (Apollo) and Zoox have fallen way down in the ratings leading me to question whether the analysis of...
Arm / SoftBank – No winners
Delay is increasingly the best option. The discussion over which exchange Arm is going to re-list on is increasingly irrelevant as the far more pressing...
Tesla – Hero or zero
Elon Musk finally makes a credible prediction. Elon Musk’s prediction that self-driving is “really the difference between Tesla being worth a lot of money or...
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.
Amazon vs. Alibaba – The Baba vote.