Uber taking out Grubhub is exactly what is needed. Uber has proposed to take over Grubhub which would create an entity slightly larger than DoorDash, setting the scene for intense...
The notion of a recovery is not as leftfield as I thought. Since the beginning of the pandemic, I have entertained the idea that automobile demand may be a late-stage...
Jio is making a play to finally create a home-grown digital ecosystem. General Atlantic and Saudi PIF look set to follow Facebook, Silverlake and Vista Equity Partners in investing substantial...
Uber is a master at numerical storytelling. Uber produced mixed results but has benefitted substantially from the pick-up in demand for food delivery which helped it to paint a rosy...
One winner and one loser from the pandemic. Peloton Q1 2020 – Hardware heroin. Peloton reported excellent results as the virtual gym trend is accelerated by the pandemic but its...
HelloFresh’s ability to execute under pressure is its greatest asset. Far from helping food delivery, the current pandemic seems to be accelerating the consolidation with HelloFresh emerging triumphant as it...
Intel further broadens its position in digital transportation. Determined not to miss out on digital transportation the way it missed out on mobile, Intel is moving again to build a...
Lack of a vaccine will hurt for some time. Amazon reported good results but disappointed shareholder by committing all of its profits in Q2 2020 to COVID-19 related spending sending...
Withdrawal of guidance unsettles the market. Apple reported good results but withdrew its guidance offering instead an olive branch comprised of a dividend increase and share buyback. FQ2 2020...
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.
Tencent Q1 20 – The lockdown lift
Tencent waters down expectations to prevent a big miss later in the year. Tencent reported good results as it benefitted greatly from millions of Chinese sitting at home, but also...