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AWS, Azure, GCP. What makes them different in the eyes of customers? - research
This article is about my recent research on the three big cloud hyper scalers. Given the recent revelations, I am breaking down how big are AWS, Azure…
Jul 15
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Rihard Jarc
25
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AWS, Azure, GCP. What makes them different in the eyes of customers? - research
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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…
Jul 6
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Rihard Jarc
20
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Meta firing on all cylinders?
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June 2023
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…
Jun 13
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Rihard Jarc
25
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Generative AI - which industries and what companies stand to benefit
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December 2022
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…
Dec 2, 2022
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Rihard Jarc
19
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META short-term profits vs long term vision
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September 2022
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…
Sep 23, 2022
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Rihard Jarc
22
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Google the Golden Goose of the Internet
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August 2022
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…
Aug 28, 2022
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Rihard Jarc
22
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Amazon the company that is taking over the world with economies of scale
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July 2022
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…
Jul 11, 2022
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Rihard Jarc
37
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Meta’s challenges - the narrative vs reality
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February 2022
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…
Feb 28, 2022
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Rihard Jarc
11
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The inevitable Tech Clash: Chip designers vs Computing platforms
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November 2021
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…
Nov 27, 2021
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Rihard Jarc
10
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The Assets of the Metaverse
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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…
Nov 18, 2021
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Rihard Jarc
4
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Airbnb: The harder you fall, the stronger you rise
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October 2021
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…
Oct 22, 2021
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Rihard Jarc
10
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Coinbase the next FAANG
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August 2021
Earnings analysis of PINS, ABNB and SOFI
Aug 24, 2021
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Rihard Jarc
6
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Earnings analysis of PINS, ABNB and SOFI
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