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
6758 JP
TWTR US
1810 HK
YELP US
ZAL:GR

Other Team Members

Covered Companies

eBay
EBAY US
Sony
6758 JP
JD.com
JD US

Recent Research

Jul 18 2019
Online Fashion 3Q19: ASOS Running Out of Excuses
Internet & Retail
Jul 16 2019
LiveRamp: Over-Egging the Pudding
Internet & Retail
Jul 12 2019
Alibaba: Rubik’s Cube
Internet & Retail
Jul 11 2019
DouYu IPO: Will Fighting Fish Be Eaten by Tiger Tooth?
Internet & Retail
Jul 02 2019
Best Ideas: July 2019
Best Ideas