Asset sharing during a pandemic remains a bad idea. If Airbnb can go public at a level 66% higher than it raised money earlier this year, it is another clear...
Nikola inadvertently signals that it is in real trouble. The correct way to silence one’s critics is to rebut their arguments with evidence not to have them silenced using spurious...
New devices do not address the overwhelming issue. Google’s new devices keep pace with the specification of its competitors and beat them when it came to software and AI performance...
Palantir takes unfair treatment of shareholders to a new level. Palantir’s S-1 and recent revisions reveal a voting structure that overwhelmingly favours its founders, ensuring that public investors are at...
Google sticks its oar in. Google’s move to tighten up on who can dodge its app store commission goes hand in hand with a more open environment on Android for...
SMIC has a way out. The US Department of Commerce is going after SMIC’s alleged connections to the Chinese military rather than placing it directly on the entity list, potentially...
Amazon stretches its lead. Amazon has launched some radical redesigns and ideas once again demonstrating how experimental Amazon is prepared to be when it comes to looking for what works...
Lack of fluff underpins credibility. The lack of fluff and hyperbole on display gave Tesla much better credibility that the advances it announced in its battery technology are real and...
Quibi signals that peak mania is close. The fact that Quibi can credibly entertain the prospect of raising more money, selling itself or going public is a sign that there...
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 – Other people’s products.
Apple looks to be going after both audio hardware and radio. Apple has cleared its decks of rival audio products in a sure move that a wider range of speakers,...