Ford & Google – Full of GAS?
More about infrastructure than digital vehicle services. Ford has struck a far-reaching deal with Google that encompasses far more than just the software and services...
Kuaishou IPO – Good pivot
For once not too much is being demanded. Kuaishou is no ByteDance but this has forced it to pivot into other areas where there is...
Medical Wearables – Quest for the grail.
The pilgrims are still far away from the holy land. Much is being made for the potential for the Galaxy Watch 4 and the Apple...
MSFT & AMD – Pandemic plays.
The pandemic is in the driving seat. The pandemic trade is back with homeworking and homeschooling driving the results of both Microsoft and AMD, but...
Autonomous Autos – Head to head
Tesla is barking up the wrong tree. The biggest disagreement in the autonomous automobile industry has heated up once again with Waymo’s CEO once again...
Intel – The hard road pt. II
This is Intel’s make or break moment. Intel’s determination to return to manufacturing supremacy is existential because if Geisinger fails, the vultures will break-up the...
Intel & IBM Q4 2020 – Turnaround sagas.
Intel Q4 2020 – The hard road. Intel reported good results and guidance but the new CEO’s commitment to manufacturing sent skittish investors running for...
Apple Automotive – Tinker, tailor, soldier, car? pt. III.
An automobile could be a sell signal. It has been a very long time since Apple has made a serious mistake but the commercial launch...
Autonomous autos – Pie in the sky pt. II
The autonomous software industry has a value of $44.3bn. Microsoft has participated in a $2bn funding round that values Cruise at more than $30bn which...
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.
Google & Amazon Q4 20 – Good companies, mediocre stocks.