If Bing and Xbox are to go all the rest must follow. The debate is raging over what the future holds for Microsoft and whether...
At this price the highest quality investor should sell. Twitter enjoyed an incredibly strong debut, rising 73% above the offer price to close at $44.90....
There is now nothing left on the table for shareholders. Expectations are that Twitter will price above the top of the already increased price range....
There are signs of stability that Wall Street will over interpret. Facebook comfortably beat forecasts but comments around usage and limiting the degree of monetisation...
Valuations in this segment are reaching nose bleed territory. Just four months ago Snapchat closed a series B round of $60m with a valuation of...
Good results mask corporate governance shortcomings. Google reported good Q3 results as market share inched up and its new ways of attracting advertisers gained traction....
Alibaba is flying. Core business is waiting. Yahoo! reported reasonable Q3 results which where more driven by events at Alibaba than by the progress being...
Microsoft’s new CEO must be an outsider. I do not envy John Thompson. The fate of one of the worlds great companies rests on his...
Social media could be the saviour of the broadcast industry. I have been very hard on the broadcast TV industry (see here) in assuming that...
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.
Snapchat – Hypeware
The hype is peaking. Its time to sell. The hype around Snapchat has hit fever pitch this week with constant chatter regarding its spurning of...