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. 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.

 
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
TKWY NA
TWTR US
1810 HK
YELP US
ZAL:GR

Other Team Members

Covered Companies

Just Eat
JE/ LN
JD.com
JD US
Apple
AAPL US
Sony
6758 JP

Recent Research

Oct 16 2019
Lenovo: Facing Slow Growth in FY20 & FY21
Digital Consumer
Oct 15 2019
Snap/Twitter: Pair Trade into YE19
Internet & Retail
Oct 11 2019
China Internet: Nibbling at the Edges
Internet & Retail
Oct 10 2019
Food Delivery 4Q19: Falling Dominoes
Internet & Retail
Oct 03 2019
Best Ideas: October 2019
Best Ideas