Didi – Desperate times pt. III
Didi is a classic value trap Didi is undoubtedly one of the cheapest technology companies currently available for investment, but the prospect of being unlisted...
Eid el Fitr – Back Wednesday 4th May
RFM will return after the Eid el Fitr holiday on Wednesday 4th May.
Apple, Amazon, Intel – Three strikes.
Apple FQ2 22 – Rug sweeping Apple reported good results but warned on FQ3 22 blaming the supply chain, but I suspect that there is...
Tech Newsround – Meta & Semis.
Meta Platforms Q1 22 – Short squeeze Meta Platforms reported good results and has returned to low user growth, but the current tough outlook leads...
Google & Microsoft – Tale of two cities.
Microsoft FQ3 22 – Enterprise offers inflation haven. Microsoft reported excellent results as Azure fought off competitive threats and the enterprise demand remained immune to...
Twitter – The price of free speech pt. IV
The board caves to shareholder pressure. Twitter’s board has grudgingly accepted Mr Musk’s offer to acquire Twitter which I suspect is going to involve a...
Twitter – The price of free speech pt. III
Musk gains the upper hand but at a price. Elon Musk is getting closer to acquiring Twitter but he still needs to deal with the...
Snap Q1 2022 – Tik Tok? What TikTok?
Snap survives TikTok. Snap reported good Q1 2022 results that were more impacted by Russia than they were by TikTok raising the possibility that TikTok’s...
Tesla Q1 2022 – Unbelievable robotics.
Hubris mars credibility. Tesla reported great results but then marred its improving credibility by making unrealistic predictions about robotaxis that it has no real hope...
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.
Uber and Lyft – Parting of the ways