Darktrace – Dirty traces
IPO now may not be such a good idea. The spectre of Autonomy hangs over the Darktrace IPO partly due to its relationship with ex-Autonomy...
Grab – Cash grab
An opportunistic cash grab. Grab is going public in one of the biggest SPAC transactions to date and while its valuation is not at the...
Ant Group – Crushed by the state.
A very different fate to that of Alibaba. The censure dealt to Ant Group is the exact opposite of that given to Alibaba (see here)...
Alibaba – The house wins
This is about Jack, not the house. Alibaba escapes with a slap on the wrist and Beijing’s further actions demonstrate very clearly that its actions...
LG – End of an era
LG finally throws in the towel. LG has finally thrown in the towel on smartphones in an admission to what has been patently clear for...
Autonomous & Electric – On the brakes.
The great reset spreads. The migration towards electric and autonomous is showing signs of strain with crashing valuations and signs of a significant slowdown in...
Samsung Q1 21 – Double barrelled.
Semis and smartphones drive results. Samsung reported excellent Q1 21 results as mobile devices and semiconductors look like they have underpinned a substantial recovery compared...
Oracle vs Google – The merry-go-round: final edition.
The Supreme court puts the issue partially to bed. A 10-year titanic struggle comes to an end with Google triumphing over Oracle in a case...
Xiaomi – Apples and oranges.
EVs might just work for Xiaomi. I have been pretty negative with regard to the prospects of Apple making and selling an electric vehicle due...
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.
China vs. USA – Pawn to king four.