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

JD.com
JD US
Facebook
FB US
Yelp
YELP US
Ericsson
ERICB SS

Recent Research

Feb 22 2019
Criteo: Shifting Gears
Internet & Retail
Feb 19 2019
Yelp: Many a Problem, Add a Few More
Internet & Retail
Feb 18 2019
Danse Macabre: Nokia, Ericsson, Huawei and 5G
Telecom Equipment
Feb 14 2019
LiveRamp: Less than Meets the Eye
Internet & Retail
Feb 12 2019
Just Eat: Investors Getting “Hangry”
Internet & Retail