A newsletter researching companies and technology sub-industries.
My name is Rihard Jarc, and welcome to UncoverAlpha newsletter. The goal of this newsletter is to provide readers with indepth research data and views on innovatie technology company and industries. The industries that I write about most closely are sectors such as:
Cloud
Ad tech
Software
Semiconductors
AI (ofc)
Who am I?
My name is Rihard Jarc, I am a proud young father, writter and passionate enthusiast for technology and investing. Besides having a business and finance degree, I started my career working in audit at one of the Big4 audit companies. After that, I moved and started working as an Equity Analyst at a big international bank. Later on was promoted to Portfolio Manager, where I managed portfolios for high-net individuals totaling over $50M. I was always the one most fascinated by technology and technology stocks.
At some point, I decided I would pursue my own path, and I quit my job and founded and ran as CEO 2 startup companies, both in the software space. The first one failed. The second still proudly lives today and is machine learning document data extraction company. I sold the company after 5 years of running it to a publicly traded software company. I now run this newsletter and am a CIO at my small boutique investment fund called New Era Funds.
Having been both in the investing and software space, has given me a unique viewpoint and something on which I often lean on when doing research.
The reason I write this newsletter is because I get to do two things that I love: doing research on businesses and writing.
I also share my thoughts on Twitter (X) where you can follow me (@RihardJarc).
What can I expect from this newsletter?
With this newsletter, I will post company analyses of high-growth companies, mainly from the tech segment, and also share my general view from time to time on new and exciting industries & investing in the market in general.
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Tools
A primary research tool that I use in my process is AlphaSense. Alphasense is a leading provider of proprietary content, company data, and expert interviews with industry specialists, former employees, competitors, and customers. With their tool, you get access to their library of over 300M documents from over 10,000 sources. If you want to try them out, you can use this link to get a free trial.
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Disclaimer
Nothing contained in this website and newsletter should be understood as investment or financial advice. All investment strategies and investments involve the risk of loss. Past performance does not guarantee future results. Everything written and expressed in this newsletter is only the opinion of the writer and should not be considered as investment advice. Before investing in anything, know your risk profile and if needed, consult a professional. Nothing on this site should ever be considered advice, research, or an invitation to buy or sell any securities. The content on this site is for educational purposes only!
