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
LYFT US
NOKIA FH
SNAP US
6758 JP
TWTR US
1810 HK
YELP US
ZAL:GR

Other Team Members

Covered Companies

Twitter
TWTR US
Xiaomi
1810 HK
Zalando
ZAL:GR

Recent Research

Aug 05 2019
Best Ideas: August 2019
Best Ideas
Jul 24 2019
Snap: Tightrope Artist
Internet & Retail
Jul 23 2019
Uber and Lyft: Dangerous Driving?
Internet & Retail
Jul 18 2019
Online Fashion 3Q19: ASOS Running Out of Excuses
Internet & Retail
Jul 16 2019
LiveRamp: Over-Egging the Pudding
Internet & Retail