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RICHARD WINDSOR

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RICHARD WINDSOR

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.

Tech Newsround – Apple & Tesla

Tesla – Never a dull moment Mr Musk has been living up to his mercurial reputation by ending work from home, announcing job cuts and...

Microsoft – FX Really?

The strangest profit warning. Microsoft has been forced to downgrade its earnings forecast less than one month after it gave it in what is both...

Meta Platforms – Change of the guard

The cash register retires. Meta Platform’s most important executive has decided to retire leaving some very big shoes to fill by Javier Olivan who has...

India Tech – Unicorns and canaries

Indian unicorns sing like canaries. India is a few months ahead of the USA when it comes to dealing with the fall-out of easy money...

Didi – The long way back

FAW may signal the end of the worst. Didi is in real trouble but the addition of a large, state-backed vehicle maker as a shareholder...

Sony – Car sense

Sony finally makes sense When Sony launched its prototype Vision-S EV at CES 2022 it looked like a bad case of FOMO (fear of missing...

Alibaba FQ4 2022 – Zero-fun Covid

Half out of the woods Alibaba reported good FQ4 2022 results and ended the worst year in its history on a high note but then...

Nvidia & Snowflake – Multiple compression

Small misses pressure multiples again Nvidia reported good FQ1 2023 results but the market is so sensitive to high-multiple stocks that the shares fell 10%...

Microsoft Build 2022 – Metaverse placeholder

Microsoft goes back to basics. Microsoft is taking its developer conference back to its roots and focusing its time on things that actually matter to...

Snap – Oh snap!

Crunch looks to be limited to Snap. Snap has warned that growth will be slower than expected when it gave its Q2 2022 guidance just...