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RICHARD WINDSOR

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RICHARD WINDSOR

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.

Meituan – New club member.

Reply to this post A better shot at the $100bn club. Meituan has filed for an IPO which, in my opinion, has much better fundamental...

Facebook – Coffin nails

Reply to this post           Instagram hammers two more nails into Snap. Instagram has passed 1bn monthly active users (MaUs) which...

IBM – Testing Turing

Reply to this post Removal of bias essential for commercialisation. IBM’s debating AI is not going to fool anyone, but it does represent a step...

Google – Shopaholic

Reply to this post           JD.com will help Google shopping a bit. Sinking $550m into JD.com is unlikely to do anything...

Alibaba – Retail detail.

Reply to this post           Amazon: 480 – Alibaba 600,000+. Alibaba is already streets ahead of Amazon when it comes to...

Autonomous Autos – The turkey vote

Reply to this post           Insurance industry has no choice but to resist. While the regulatory environment is moving towards an...

Sony – Free gift

Reply to this post           Sony is gifting Microsoft a big opportunity. Sony does not seem to have learned from the...

Xiaomi – Foot shot pt. III.

Reply to this post           A valuation richer than Alibaba makes no sense. Investment banks involved in Xiaomi’s IPO have released...

Digital Automotive – Update issues

Reply to this post           A 238,000 recall that should cost nothing. Daimler has been ordered to recall 238,000 vehicles to...

Microsoft at E3 – Game on.

Reply to this post           Better late than never. The biggest move at this year’s E3 gaming conference was Microsoft which...