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Meta firing on all cylinders?
I decided to focus on a few most important things for long-term investors. One is the traction of Reels. The second one is WhatsApp which is finally…
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Rihard Jarc
8
Generative AI - which industries and what companies stand to benefit
We are really at the early beginnings of what this technology is capable of. We touch on many things already, and the future, as I see it, is companies…
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Rihard Jarc
4
META short-term profits vs long term vision
this year Meta’s stock price shows how sentiment can drive stock prices to extremes. Almost exactly 1 year ago, Meta was trading at a market cap of $1…
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Rihard Jarc
2
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
UncoverAlpha
UncoverAlpha
A newsletter for industry and company-specific deep dives/analyses of innovative & disruptive companies.
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