ByteDance – Brothers’ shadows.
TikTok needs independence to remove the growing regulatory risk. TikTok has joined Huawei as one of only two Chinese technology companies that have enjoyed great...
Amazon & Zoox – Bottom fishing
Consolidation wave gathers momentum. Zoox would make a good fit for Amazon which clearly intends to capitalise on autonomous driving being much later than expected...
Meituan Dianping Q1 20 – Fast forward
Meituan invests to accelerate adoption. Meituan Dianping reported good results as revenue fell less than expected and has picked up quickly following the re-opening of...
Magic Leap – The greatest showman.
Rony shows his true talent. Magic Leap appears to have raised another $350m giving it a lifeline for a few quarters demonstrating that while Rony...
Epic Games – Gritted teeth
Clearly, Fortnite has not had a good lockdown. Epic Games has caved into Google and is making Fortnite available in Google Play (see here) in...
Apple Glass – Tracking right
No glassholes please, we are Apple. Details of Apple’s rumoured augmented reality offering has leaked and it looks like Apple has taken a practical approach...
SoftBank – The family silver pt. II
Timing of a vaccine is critical. With the departure of Jack Ma and the completion of the Sprint, T-Mobile merger, SoftBank will sell down its...
Huawei – Nowhere to run pt. XV
The USA further hardens its position. Others may follow. The US has moved to harden its stance against Huawei by closing a significant loophole revealing...
Facebook Libra – Other people’s currencies.
The vested interests will now be more against Libra than ever. The pandemic is substantially weakening the existing financial system meaning that Libra is more...
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.
Microsoft – Generation game.