Facebook Q1 19 – Project Fear
Project Fear fails to reflect reality. Until users vote with their feet, criticism of Facebook’s business practices is irrelevant. A cracking set of results further...
Twitter Q1 19 – Smoke and mirrors
The switch to DAU hides reality. Twitter reported good results as its actions to stimulate engagement began to bear fruit but any notion that this...
Autonomous driving – Common roadblock.
Pony’s pilot highlights everyone’s problems. The launch of Pony.ai’s 1st live pilot looks great but digging into some of the details reveals that, just like...
Uber Autonomous – FOMO syndrome
Japanese investors have a bad case of FOMO syndrome. Fear of missing out (FOMO) is the only rational reason I can come up with for...
Samsung – Nasty origami
Huawei’s issues are likely to be just as bad. It looks like the majority of the screen failures on the Galaxy Fold are user errors...
Tesla – Fact or fantasy
Tesla’s bold claims do not hold up to scrutiny. Elon Musk has made some pretty bold claims on Tesla’s behalf regarding the state of its...
Qualcomm vs. Apple – Apple blinks
Ultimately, the pressure proved too much for Apple. Apple and Qualcomm have settled their long-running dispute (see here) over patent royalties and chipsets in what...
Facebook – The piper calls
Investors will now pay the price of allowing poor governance. The move to oust Mark Zuckerberg will almost certainly fail in the strongest signal yet...
Uber IPO – Big but not beautiful
A profitless platform isn’t worth anything. Uber is asking for a much higher valuation than Lyft which it is trying to justify through its dominant...
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.
Verizon 5G – Speed not substance