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I watched this stock for a while. Was a Kathy woods pick before I found out she might not be the most blessed stock picker. Uipath, walgreens, Intel (sorry) are examples of stocks that I wait to recover but keep going down.. impressively 😢
Who are the competitors who are doing well? Most competitors are private firms - Pega system, Automation Anywhere, SS&C Blue prism. Larger competitors like CRM, SAP, Microsoft do well in all environments. They are diversified so cannot be compared. Overall enterprise markets is tough.
It's still priced like a company growing 20%. Too much downside here in my opinion. There are high quality software companies with targeted solutions that are much more attractive. I think NICE is an attractive company right now.
PATH feels like a loser to me if I understand the value prop correctly. It seems to be trying to make every employee slightly more efficient using workflow automation, but I think most companies will be looking to leverage AI by reducing headcount and making the remaining workforce much more efficient with tools like LLMs and Palantir. If headcounts drop, that would imply reduced seat licenses for SaaS companies like UiPath and Salesforce.
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@@CouchInvestor cuz market isnt keen to fully automate itself just yet. Task automation in a corporate sphere is prone to high cost mistakes. So those who use it, do it for mundane stuff or have some supervision, must simply avoid it. So there is no "real" market just yet. This is like the EV market 10 years ago, except TESLA (PATH) isnt the only one making EV cars this time.
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I watched this stock for a while. Was a Kathy woods pick before I found out she might not be the most blessed stock picker. Uipath, walgreens, Intel (sorry) are examples of stocks that I wait to recover but keep going down.. impressively 😢
I am down 40% already, will wait until after next earnings to make any move.
I purchased a few shares at $11.84 in June. Hopefully this report will be positive
Who are the competitors who are doing well? Most competitors are private firms - Pega system, Automation Anywhere, SS&C Blue prism. Larger competitors like CRM, SAP, Microsoft do well in all environments. They are diversified so cannot be compared. Overall enterprise markets is tough.
Great analysis…. PATH looks like it could be a winner. I’ll keep eye on it.
Why not a video about SMCI too much happening around this stock for past 2 days.
I hope you watched that SMCI video
It's still priced like a company growing 20%. Too much downside here in my opinion. There are high quality software companies with targeted solutions that are much more attractive. I think NICE is an attractive company right now.
Thx for your informative analysis. I keep buying PLTR monthly, dip or no dip 😬
My pleasure
PATH feels like a loser to me if I understand the value prop correctly. It seems to be trying to make every employee slightly more efficient using workflow automation, but I think most companies will be looking to leverage AI by reducing headcount and making the remaining workforce much more efficient with tools like LLMs and Palantir. If headcounts drop, that would imply reduced seat licenses for SaaS companies like UiPath and Salesforce.
I would rather go with snow
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PATH has Cathy Wood curse, also its an automation software. will have sh*t tone of competitors in a year.
Microsoft has been a competitor and PATH still has the large share of the market
@@CouchInvestor cuz market isnt keen to fully automate itself just yet. Task automation in a corporate sphere is prone to high cost mistakes. So those who use it, do it for mundane stuff or have some supervision, must simply avoid it. So there is no "real" market just yet. This is like the EV market 10 years ago, except TESLA (PATH) isnt the only one making EV cars this time.
Can dump another 50%
It can
no it can't what are you talking about
PATH is super terrible from a company perspective
I am a military guy. I love to serve the military men and women even I am retired.
nice1
Thanks
This company looks like trash. I wouldn't waste time covering it.
Hmm, romanian company - no.
Founded in Bucharest, HQ in NY