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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
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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
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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
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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
36
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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
10
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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
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Earnings analysis of PINS, ABNB and SOFI
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June 2021
The face of Pinterest after the pandemic - analysis
Jun 10, 2021
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Rihard Jarc
9
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The face of Pinterest after the pandemic - analysis
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March 2021
Uber analysis - Transportation super app
This is an analysis of Uber. I looked into the three pillars of Uber’s business model today and provide some investment insights into why this is one of…
Mar 20, 2021
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Rihard Jarc
4
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Uber analysis - Transportation super app
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Thoughts on the current state of the market and my strategy
Mar 3, 2021
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Rihard Jarc
3
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Thoughts on the current state of the market and my strategy
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