Epic adds the EU as the next theatre of war. Epic has filed an antitrust complaint against Apple with the EU in what is a natural extension of this dispute...
FOMO feeds the cash bonfire. Lucid Motors is going public using a SPAC vehicle at a valuation that once again underlines that fear of missing out (FOMO) is driving investment...
The Chinese may provide a long-needed boost for this technology. Oppo is the latest of three Chinese handset vendors that have jumped into the far-field wireless charging game in a...
Facebook outplays the Australians in leveraging its network effect. Facebook has scored a big win in arriving at an agreement with the Australian government regarding paying for news from Australian...
Life gets more real for online finance in China. Changes to the banking rules mean that the nimble online lending sector will become much more capital intensive which will incentivise...
This cycle is going to be bigger than normal. The balance between supply and demand in semiconductors has always been tricky to get right, but the pandemic has made the...
February 18th 2021: RFM & Alavan Independent update their coverage of the USA / China technology war with the publication of Reality Bytes – Clash of the Titans III. RFM...
Another good company bad stock scenario. In the grand scheme of things, Palantir reported excellent results but because the company trades at 2021 EV/Sales of 32.5x, nothing less than a...
Still a very long way to go. The lead changes once again as Baidu does not feature in this year’s data, but it is now very tight at the top...
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.
Airbnb – The recovery trade
Airbnb signals the beginning of the recovery trade. Airbnb reported reasonable maiden results but its bookings are starting edge up in another signal that the travel, hospitality and entertainment sectors...