Rihard Jarc's guest appearances

Rihard Jarc

Chit Chat Money

Millennial Investing - The Investor’s Podcast Network

Value Hive Podcast

Tobias Carlisle

Ryan Reeves

Will Hershey

Alex Morris

Austin Lieberman

Jedidiah Collins

Arif Karim

Jamie Catherwood

Braden Dennis

David Polansky

Jason Moser

Brett Bivens

Jason Greenwald

Jake Taylor

Richard Chu

OwlTail

IN THIS EPISODE, YOU’LL LEARN:  02:47 - What Alphabet’s main sources of revenue are.06:39 - Why Google is such a valuable resource for advertisers to acquire new customers.12:36 - What is included in Alphabet’s ‘other bets’ line of business.19:28 - How Rihard projects revenue for Alphabet going into the future.24:25 - Where Alphabet sits in the AI industry.27:32 - Whether Alphabet’s cash pile is excessive or not.30:38 - Potential risks investing in Alphabet.40:46 - Why Rihard is bullish on Airbnb.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESSubscribe to Rihard’s Newsletter.Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.Related episode: Is FAANG The New Value? w/ John Huber - MI165.Related episode: Is Amazon a Value Stock? w/ Jason Moser - MI124.Get a FREE audiobook from Audible.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Find Pros &amp; Fair Pricing for Any Home Project for Free with Angi.Take your business online with Wix, the leading website creation platform that’s got all the tools you need to create, manage and grow your brand. Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Enjoy a simple, good tasting supplement that truly improves your health with Field of Greens! Get 15% off your first order and get another 10% off when you subscribe for recurring order with the promo code MILLENNIAL.Check out Titan if you want to aim to become the smartest, wealthiest investor you’ve ever been. Get $50 when you invest today.Tell mom how much you love her—and make sure she hears it in crystal-clear audio quality, with Raycon.Design is already in your hands with Canva. Start designing for free today.The interval fund, a breakthrough innovation. Only at Mackenzie.Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything. Read this episode’s transcript and full show notes on our website.Connect with Rihard: Newsletter | TwitterConnect with Clay: Twitter HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

IN THIS EPISODE, YOU’LL LEARN: <ul><li>02:47 - What Alphabet’s main sources of revenue are.</li><li>06:39 - Why Google is such a valuable resource for advertisers to acquire new customers.</li><li>12:36 - What is included in Alphabet’s ‘other bets’ line of business.</li><li>19:28 - How Rihard projects revenue for Alphabet going into the future.</li><li>24:25 - Where Alphabet sits in the AI industry.</li><li>27:32 - Whether Alphabet’s cash pile is excessive or not.</li><li>30:38 - Potential risks investing in Alphabet.</li><li>40:46 - Why Rihard is bullish on Airbnb.</li><li>And much, much more!</li></ul> *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. EPISODE RESOURCES<ul><li>Subscribe to Rihard’s <a href="https://uncoveralpha.substack.com/" rel="noopener noreferrer nofollow" target="_blank">Newsletter</a>.</li><li>Robert and Clay’s tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer nofollow" target="_blank">TIP Finance</a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/faang-the-new-value/" rel="noopener noreferrer nofollow" target="_blank">Is FAANG The New Value? w/ John Huber - MI165</a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/amazon-stock-analysis/" rel="noopener noreferrer nofollow" target="_blank">Is Amazon a Value Stock? w/ Jason Moser - MI124</a>.</li><li>Get a <a href="https://www.amazon.com/Audible-Free-Trial-Digital-Membership/dp/B00NB86OYE/?&amp;_encoding=UTF8&amp;tag=millenniali0e-20&amp;linkCode=ur2&amp;linkId=1c34937c3747cd4044bdc87a7823c82f&amp;camp=1789&amp;creative=9325" rel="noopener noreferrer nofollow" target="_blank">FREE audiobook from Audible</a>.</li><li>Check out our <a href="https://www.theinvestorspodcast.com/mi-starter-packs/" rel="noopener noreferrer nofollow" target="_blank">Investing Starter Packs</a> about business and finance.</li><li>Support our free podcast by supporting our <a href="https://theinvestorspodcast.com/sponsors" rel="noopener noreferrer nofollow" target="_blank">sponsors</a>. </li><li>Find Pros &amp; Fair Pricing for Any Home Project for Free with <a href="http://angi.com/" rel="noopener noreferrer nofollow" target="_blank">Angi</a>.</li><li>Take your business online with <a href="http://wix.com/" rel="noopener noreferrer nofollow" target="_blank">Wix</a>, the leading website creation platform that’s got all the tools you need to create, manage and grow your brand. </li><li>Find joy in comfort with <a href="https://fahertybrand.com/" rel="noopener noreferrer nofollow" target="_blank">Faherty</a>. Use promo code WSB to snag 20% off all your new spring staples!</li><li>Enjoy a simple, good tasting supplement that truly improves your health with <a href="http://fieldofgreens.com/" rel="noopener noreferrer nofollow" target="_blank">Field of Greens</a>! Get 15% off your first order and get another 10% off when you subscribe for recurring order with the promo code MILLENNIAL.</li><li>Check out <a href="http://titan.com/mi" rel="noopener noreferrer nofollow" target="_blank">Titan</a> if you want to aim to become the smartest, wealthiest investor you’ve ever been. Get $50 when you invest today.</li><li>Tell mom how much you love her—and make sure she hears it in crystal-clear audio quality, with <a href="https://buyraycon.com/mi" rel="noopener noreferrer nofollow" target="_blank">Raycon</a>.</li><li>Design is already in your hands with <a href="https://www.canva.com/" rel="noopener noreferrer nofollow" target="_blank">Canva</a>. Start designing for free today.</li><li>The interval fund, a breakthrough innovation. Only at <a href="https://mackenzieinvestments.com/innovation" rel="noopener noreferrer nofollow" target="_blank">Mackenzie</a>.</li><li>Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with <a href="http://perthmint.com/WhyGold" rel="noopener noreferrer nofollow" target="_blank">Perth Mint</a>.</li><li>Get insights on how to plan for your financial goals with <a href="https://tgam.ca/Robert" rel="noopener noreferrer nofollow" target="_blank">The Globe and Mail</a>. Listeners get a special digital subscription rate for unrestricted access to everything.</li></ul> Read this episode’s transcript and full show notes <a href="https://www.theinvestorspodcast.com/millennial-investing" rel="noopener noreferrer nofollow" target="_blank">on our website.</a>Connect with Rihard: <a href="https://uncoveralpha.substack.com/" rel="noopener noreferrer nofollow" target="_blank">Newsletter</a> | <a href="https://twitter.com/RihardJarc" rel="noopener noreferrer nofollow" target="_blank">Twitter</a>Connect with Clay: <a href="https://twitter.com/Clay_Finck" rel="noopener noreferrer nofollow" target="_blank">Twitter </a> HELP US OUT!Help us reach new listeners by leaving us a <a href="https://docs.google.com/presentation/d/1yJtgkwxTcMYZsdcbpjDYsnWh9tEGJWN-o_zEXbIbfKI/edit#slide=id.p" rel="noopener noreferrer nofollow" target="_blank">rating and review</a> on <a href="https://podcasts.apple.com/us/podcast/millennial-investing-the-investors-podcast-network/id1477323816" rel="noopener noreferrer nofollow" target="_blank">Apple Podcasts</a>! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer nofollow" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer nofollow" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

MI173: Alphabet Stock Deep Dive w/ Rihard Jarc

This week we chat with Rihard Jarc, SaaS founder and author of the Uncover Alpha SubStack newsletter. Rihard has spent his life analyzing, investing, and creating software-based businesses. If you go by his Twitter bio, he's a growth investor, ex-portfolio manager, and CEO of TyplessAPI. Rihard's background makes him the perfect investor to dive deep into the Pinterest (PINS) bull thesis. PINS is one of Rihard's largest holdings and one he started buying for around $20. Our conversation dives deep into Rihard's bull pitch, the future of AR-based realities, and why PINS is just getting started with monetizing its audience. We also spend the early part of our conversation on Rihard's background before investing and what he thinks is his market edge over competitors. Here's the time-stamp:  [0:00] Who is Rihard Jarc? [3:00] Rihard’s Start-Ups. [17:30] Qualities of a Fantastic Technology Business. [24:40] Major Red Flags of a Technology Company. [35:00] Assessing Early Customer Base in Businesses. [39:00] Pinterest [43:00] Pinterest’s Demographics, Behavior, and Growth [50:00] The Pinterest Experience [1:02:00] Pinterest Comparables [1:08:00] Augmented Reality [1:12:00] Pinterest’s ARPU [1:16:00] Valuing Pinterest [1:23:00] Pinterest Risks [1:27:00] Rihard Jarc's Watchlist [1:32:00] Closing Questions  If you liked our conversation and want to learn more about Rihard Jarc, check out these links:  Rihard's Twitter Uncover Alpha Newsletter  The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

This week we chat with Rihard Jarc, SaaS founder and author of the Uncover Alpha SubStack newsletter. Rihard has spent his life analyzing, investing, and creating software-based businesses. If you go by his Twitter bio, he's a growth investor, ex-portfolio manager, and CEO of TyplessAPI. Rihard's background makes him the perfect investor to dive deep into the Pinterest (PINS) bull thesis. PINS is one of Rihard's largest holdings and one he started buying for around $20. Our conversation dives deep into Rihard's bull pitch, the future of AR-based realities, and why PINS is just getting started with monetizing its audience. We also spend the early part of our conversation on Rihard's background before investing and what he thinks is his market edge over competitors. Here's the time-stamp: <ul> <li>[0:00] Who is Rihard Jarc?</li> <li>[3:00] Rihard’s Start-Ups.</li> <li>[17:30] Qualities of a Fantastic Technology Business.</li> <li>[24:40] Major Red Flags of a Technology Company.</li> <li>[35:00] Assessing Early Customer Base in Businesses.</li> <li>[39:00] Pinterest</li> <li>[43:00] Pinterest’s Demographics, Behavior, and Growth</li> <li>[50:00] The Pinterest Experience</li> <li>[1:02:00] Pinterest Comparables</li> <li>[1:08:00] Augmented Reality</li> <li>[1:12:00] Pinterest’s ARPU</li> <li>[1:16:00] Valuing Pinterest</li> <li>[1:23:00] Pinterest Risks</li> <li>[1:27:00] Rihard Jarc's Watchlist</li> <li>[1:32:00] Closing Questions</li> </ul> If you liked our conversation and want to learn more about Rihard Jarc, check out these links: <ul> <li><a href="https://twitter.com/RihardJarc" rel="nofollow" target="_blank">Rihard's Twitter</a></li> <li><a href="https://uncoveralpha.substack.com/" rel="nofollow" target="_blank">Uncover Alpha Newsletter</a></li> </ul> The Value Hive Podcast is brought to you by TIKR. Join the free beta today at <a href="https://tikr.com/hive" rel="nofollow" target="_blank">TIKR.com/hive</a><a href="https://tikr.com/hive" rel="nofollow" target="_blank">.</a> They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.--- Support this podcast: <a href="https://podcasters.spotify.com/pod/show/valuehive/support" rel="payment nofollow" target="_blank">https://podcasters.spotify.com/pod/show/valuehive/support</a>

Pinterest (PINS) Deep Dive w/ Rihard Jarc

On the 18th day of Christmas Rihard Jarc gives to you, Pinterest the visual social media platform. Although Pinterest has many aspects in common with other social platforms, it is also quite different. Rihard explains to Chit Chat Money how Pinterest may be misunderstood.Visit our website: https://www.chitchatmoney.com/Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoneyLearn more about your ad choices. Visit megaphone.fm/adchoices

On the 18th day of Christmas Rihard Jarc gives to you, Pinterest the visual social media platform. Although Pinterest has many aspects in common with other social platforms, it is also quite different. Rihard explains to Chit Chat Money how Pinterest may be misunderstood. Visit our website: <a href="https://www.chitchatmoney.com/" rel="nofollow" target="_blank">https://www.chitchatmoney.com/</a> Subscribe to 7 Investing with the code "CCM": <a href="https://7investing.com/subscribe/" rel="nofollow" target="_blank">https://7investing.com/subscribe/</a> Follow Chit Chat Money on Twitter: <a href="https://twitter.com/chitchatmoney" rel="nofollow" target="_blank">https://twitter.com/chitchatmoney</a> Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Rihard Jarc | Pinterest (PINS)