Richard Kramer

Senior Analyst

Richard is the main founder of Arete (formed in 2000), the pioneer of the independent equity research space (prior to the Wall Street scandals of 2001-2003), and is based in London. For over 20 years he has focused on the wider mobile internet space, including smartphones, digital consumer products, advertising technology and other internet services. He is a frequent and highly-rated speaker at industry conferences, known for his frank dissection of industry hype and willingness to offer critical as well as positive comments on leading tech companies. His team includes Muzhi and Rocco and he regularly supports interns to give them a leg up in the technology space. Prior to founding Arete, Richard was for four years #1 ranked technology analyst in Europe at Goldman Sachs, and prior to that, worked for Nortel and at a prestigious Columbia University economics think tank.

Recent Bloomberg Interviews:

 

 
BABA US
GOOG US
AAPL US
ASC LN
BIDU US
CRTO US
DHER GR
EBAY US
ERICB SS
FB US
GRUB US
JD US
JE/ LN
066570 KS
NOKIA FH
SNAP:US
TWTR US
1810 HK
YELP US
ZAL:GR

Other Team Members

Covered Companies

Baidu
BIDU US
Twitter
TWTR US
LG Electronics
066570 KS
Yelp
YELP US

Recent Research

Dec 10 2018
Food Delivery: Finally, the Right Recipe
Internet & Retail
Dec 06 2018
China e-Commerce: New Sheriff in Town
Internet & Retail
Dec 03 2018
Best Ideas: December 2018
Best Ideas
Nov 28 2018
Xiaomi: Less Than Meets the Eye?
Digital Consumer
Nov 27 2018
Tencent: Monetisation Moves, Google Deal Next?
Internet & Retail