The great office return beckons. While the hottest stay-at-home at home stocks have started to correct from their highs, I think there is probably a long way to go as...
Tsinghua does a Lucent. Tsinghua Unigroup is just another example of how problematic China’s strategy to become self-sufficient in semiconductors has become. While the rest of the industry is experiencing...
Intel rides the perfect storm. Intel has made maximum use of both tensions with China and the current semiconductor shortage to push its new foundry strategy which is going to...
This time its SPAC. WeWork is once again having a crack at going public and while the valuation is 80% lower than it was last time around, the company is...
Easy money has a price. Faraday Future is an EV company with a very chequered history, but even this is capable of commanding a multibillion-dollar valuation with no intention to...
RFM updates its COVID / Technology coverage with the publication of The COVID-19 Webinar – Musical Chairs – Episode IV. RFM subscribers will receive their copy of the research by...
Patents are no panacea. Huawei may be down, but it is far from out as it is now putting its efforts into replacing the revenues it is losing from US...
I am not convinced that Facebook is paying anything. Facebook has struck a 3 year deal with News Corp (see here) to “pay” for the Australian news that hosts on...
Opportunity or threat? Stripe has raised $600m at an eye-watering valuation of $95bn in a funding round that appears to have no purpose other than to provide a base from...
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.
Deliveroo – Corporate governance blues.
The dual share distribution causes problems. Deliveroo may already be regretting its decision to list in London as a number of big funds have decided to skip the IPO on...