Apple – Pods and phones.
Apple brings 5G properly to market. Apple has launched four new iPhones and a Homepod Mini in an event that aims to preserve margins, bring...
Disney – All in.
Disney goes all-in on streaming as it should. The pandemic and the success of Netflix have pushed Disney to reorganise its entertainment division resulting in...
Amazon Games – Game off!
I think Amazon wants to be the tools, not the talent. Amazon is ceasing development of one of its in-house games and delaying another following...
Autonomous Autos – Stark contrast
The leaders should survive while rest look to be in great peril. While Waymo pushes ahead with its “driverless” taxi service, Uber is mired in...
Uber Autonomous – FOMO Syndrome pt. II
Looks like Uber’s autonomous unit is worth $0. Recent rumblings are confirming my long-held view that Uber’s autonomous driving effort is worthless which will incense...
FAAG – The game of monopoly
Facebook, Apple, Amazon and Google will have to fight for their businesses. The US Congress has issued a damning report that accuses Apple, Google, Facebook...
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...
Airbnb – Irrational effervescence.
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...
Nikola – Desperate times.
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...
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.
Zoom – Great company, terrible stock.