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Richard Kramer
Managing Director/Founder at Arete Research
Richard Kramer is the Founder and Managing Director of Arete Research Services LLP, a prominent independent equity research firm based in London. Established in 2000, Arete has become a pioneer in the field, particularly focusing on sectors such as technology, telecom, and alternative energy.
Background and Career
Before founding Arete, Kramer was recognized as the #1 ranked Technology Analyst in Europe while working at Goldman Sachs. His career also includes roles at Nortel and involvement with the Center for Tele-Information at Columbia University, a prestigious economics think tank. Kramer's expertise spans over 20 years in the mobile internet space, including smartphones and digital consumer products.123
Contributions and Philosophy
Kramer is known for his critical analysis of industry trends and has been a vocal advocate for transparency in financial markets. He emphasizes the importance of objective analysis, especially in an era filled with hype surrounding digital technologies. His insights are sought after by top investors who rely on Arete's independent research to navigate complex market dynamics.24
Public Engagement
In addition to his analytical work, Kramer frequently speaks at industry conferences, sharing his perspectives on emerging trends and challenges within the technology sector. His presentations often critique prevailing narratives about disruption and market dynamics, urging caution against overly optimistic projections.23
For more information about his professional background, you can view his LinkedIn profile under the username richard-kramer-16306b2.
Highlights
My colleague Rocco Strauss explaining how Ads are as important to Amazon as AWS! h/t to Frank Holland, Michelle Yu and Adam Idleberg for featuring us on CNBC yet again. DM me for the deep dive analysis!
From an exhaustive CMU/Stanford study of ad waste: "....the big problem is programmatic. Brands of any sort using programmatic tech ended up buying sketchy inventory about 10x more often than brands that buy direct or in house."
When will CMOs wake up to this, and just spend on "real" publishers instead of chasing cheap reach? It was the point of my ANA talk in '23... still crickets! Krzysztof F. Damon Reeve David Kohl Bill Duggan Anthony Katsur Tom Triscari Anthony Vargas
