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Google the Golden Goose of the Internet
In this article, I am diving deep into a company everyone knows because they probably encounter its products on a daily basis - Google. I also dive into…
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Rihard Jarc
7
Amazon the company that is taking over the world with economies of scale
In this article, I am doing a deep dive into Amazon. While almost everyone knows Amazon as the e-commerce giant and maybe also as the software cloud…
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Rihard Jarc
Meta’s challenges - the narrative vs reality
An article addressing and elaborating on three main concerns investors have with the company. The rise of TikTok, Apple privacy change and the…
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Rihard Jarc
6
The inevitable Tech Clash: Chip designers vs Computing platforms
In today’s technology era, most people cannot imagine living & working without technology. Especially after the pandemic, the adoption only got faster…
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Rihard Jarc
The Assets of the Metaverse
This year I took a step deeper and really explored what the so-called Metaverse could be like and what assets could be interesting to own as an investor…
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Rihard Jarc
2
Airbnb: The harder you fall, the stronger you rise
Airbnb is another one of my portfolio companies. I will break down my investment thesis on them as to why they are one of my portfolio companies and…
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Rihard Jarc
2
Coinbase the next FAANG
My investment thesis on the company Coinbase (COIN). I recently added the name to my portfolioc as I find it to be one of the most interesting companies…
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Rihard Jarc
2
UncoverAlpha
UncoverAlpha
A newsletter for industry and company-specific deep dives/analyses of innovative & disruptive companies.
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