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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

Jul 8 · linkedin

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!

Jun 13 · linkedin

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

Related Questions

What are some of the key trends Richard Kramer has identified in the digital sector?
How did Richard Kramer's experience at Goldman Sachs influence his approach at Arete Research?
What are the main sectors Arete Research focuses on?
How does Arete Research differentiate itself from other equity research firms?
What are some of the "hard truths" Richard Kramer has shared about the tech industry?
Richard Kramer
Richard Kramer, photo 1
Richard Kramer, photo 2
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Location

London, England, United Kingdom