Softbank & Wag Labs – Dog’s dinner.
No more chasing Alibaba Wag Labs Inc. is another write-down in waiting for Softbank which combined with the WeWork meltdown will see it normalise its...
Tesla – Subscription blues
Tesla does not need to acquire users. While Tesla might just get away with charging for data and services, I think that the rest of...
5G – Juicy fruit.
Apple decides the roll-out time table. While Qualcomm is busy setting the scene for 5G with its latest silicon releases, it is Apple (and to...
BMW – Heaven and earth.
Dare I hope that BMW is beginning to see the light? BMW’s move to make access to CarPlay free in its vehicles gives me a...
Netflix – Risky business pt. II
Netflix faces increasing risk for a more uncertain return. The collapse of Netflix’s movie library is continuing apace meaning that more than ever Netflix will...
Research Publication – Reality Bytes – Clash of the Titans – Taiwan edition
Taiwan’s uncertain political status is a hot potato for the technology industry. This is because semiconductors are a crucial element in all technology products and...
Faraday Future – Skin deep.
Uncertainty is still the name of the game. Faraday Future has managed to recreate a veneer of credibility, but its plans look as unbelievable as...
Xiaomi Q3 19 – Approaching reality
Xiaomi finds a bottom. Xiaomi has weathered Huawei’s market share gains in its home market extremely well which combined with growth in its ecosystem leads...
Cybertruck – The numbers game
Pay same. Get less. The Tesla Model 3 is a no brainer as it is almost as quick as a BMW M5 but costs...
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.
Magic Leap – Expectations management.