A newsletter researching the AI, semiconductor, and cloud industry
My name is Rihard, and welcome to UncoverAlpha newsletter. The goal of this newsletter is to provide readers with in-depth research data and views on innovative technology companies and industries. The industries that I write about closely are:
AI
Semiconductors
Cloud
Ad tech
Software
Who am I?
I am a proud father, researcher, 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 a machine learning document data extraction company (this was before AI was so popular). I sold the company after 5 years of running it to a publicly traded software company.
Having been both in the investing and software space has given me a unique viewpoint and something on which I often lean when doing research.
The reason I write this newsletter is that I get to do two things that I love: doing research and writing.
I also share my thoughts on Twitter (X) where you can follow me (@RihardJarc).
What can I expect from this newsletter?
I share in-depth pieces on specific industries or subindustries, analyzing trends and the companies involved. I also write in-depth pieces on individual companies, as well as shorter pieces on what alternative data is showing before earnings season, and analyzing earnings results of key players. You can expect 2-3 articles per month.
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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!
