Reply to this post Only scale slows growth. Spotify reported maiden results that met expectations but disappointed the speculators who have driven the stock up...
Reply to this post Apple FQ1 – Privacy safe house. Apple reported good FQ2 results where the star of the show was software and services...
Reply to this post There is worse to come. Facebook reported excellent Q1 18 results, but in my opinion, has yet to experience the impact...
Reply to this post Google is faring better than its peers. Alphabet reported great results and appears to be nicely avoiding the fall-out from Facebook,...
Reply to this post The only vote is the one by foot. There comes a time in every company’s history when rapid action is needed...
Reply to this post LG starts the trend. LG is the first to execute on a trend that I have long predicted and one which...
Reply to this post Forward indicators for games look tough. Gaming had a good 2017 on mobile devices, but the data is pointing a rapid changing of the guard in...
Reply to this post Go slower with no cock-ups. Beneath the polished performance lies a company with its reputation in ruins and whose indicators are going the wrong way. Its...
Reply to this post New philosophy needed. Mark Zuckerberg gave a well prepared and practiced performance at Facebook’s congressional hearing but it is clear from this and from some of...
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.
Xiaomi IPO – Foot shot pt. II.
Reply to this post Prospectus yields valuation of $33.3bn. Being as optimistic as I dare, I can only value Xiaomi at $33.3bn, one third of...