Tencent & Cisco – Chinese spanner
China throws a spanner in the works of both Tencent and Cisco. Tencent Q1 2022 Tencent reported weak results as growth evaporated leaving the company...
Twitter – The price of free speech pt. V.
The mercurial Mr Musk takes the story on a rollercoaster. The acquisition of Twitter was never going to be straightforward, but Mr Musk is taking...
EV SPACs – No bottom here.
The real pain is yet to come. The problem of selling shares at overinflated prices is that raising more money is extremely difficult which can...
Crypto & Coinbase – Coin crunch
Coinbase is a low-risk bank that is very unlikely to go bust. The current scare surrounding Coinbase is entirely valid in terms of proper risk...
Google I/O 2022 – Babel fish
Google puts a placeholder on the Metaverse with a Babel fish. The all-important Google I/O keynote was a fairly humdrum affair with the exception of...
Peloton vs. Unity – Tale of two crashes
Peloton is cheap but Unity is not. Bad results from both companies caused further share price declines but Peloton is moving into deep value territory...
Palantir Q1 22 – Knock knock!
Getting close to interesting territory. Palantir joins the list of companies that report a slight miss that causes a big sell-off in the shares that...
Arm China – Turning point
SoftBank & Arm finally get the upper hand. The fight for Arm China that is causing consternation to Arm’s IPO looks to be in its...
Tech Sector 2022 – The pummelling
Blood bath opens the door for stock picking. Following the Nasdaq’s biggest one day downwards move in 2 years it is clear that the babies...
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.
Apple – Nokia moment?