Zoom FQ3 2020 – Great company, terrible stock pt. II.
Great results but uncertain outlook. Zoom produced excellent Q3 2021 results but the burden of free users has finally hit profitability which together with an...
Facebook Libra – Well populated graveyard pt. II
Libra has been neutered by its opponents. Libra is expected to finally launch early in 2021 but Facebook is having to make so many concessions...
China vs. India – Warning shot pt. II
The smartphone market is the elephant in the room. India has continued to express its unhappiness with China in a dispute which could end up...
Huawei – Nowhere to run pt. XXV
Honor is unlikely to escape. The last 18months have seen a game of cat and mouse between the US Department of Commerce and Huawei but...
Zoom vs. Microsoft – Priced to go.
Microsoft pulls out the big guns. Microsoft is going after Zoom using its balance sheet, but it will need to further improve its user experience...
Airbnb – Value matters
It all comes down to the valuation. Airbnb has weathered the pandemic with exceptional management execution proving that it is a good company but whether...
Apple – Another R(h)ino
Another reprieve-in-name-only. Apple has given some more ground on its hotly-contested App Store fees, but this move is an attempt to split its opposition and...
Apple Mac – Intel outside?
Apple crushes the competition. Even accounting for the “Apple fanboy” element of the tech press, the new M1-powered Macs are delivering pretty much everything that...
Uber & Aurora – Back to front.
Only a joint venture makes any sense at all. While it makes complete sense for Uber to get rid of its autonomous driving activity and...
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.
Salesforce & Slack – Opportunistic strike.