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UiPath: Will Become A Different Company
PATHUiPath(PATH) Seeking Alpha·2024-11-17 06:08

My first article on UiPath Inc. (NYSE: PATH ) , titled: UiPath has the Potential to have a very deep Moat , was published in March 2023 when the stock was trading at ~16.Then,asnow,IMyprimaryareaofconcentrationwillbeonidentifyingcompaniesofexceptionalcaliber,withaprovenabilitytoreinvestcapitalforimpressivereturns.Targetingthosewithamarketcapitalizationoflessthan16. Then, as now, IMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than 10 billion, affords ample opportunities for growth. The ideal scenario is for these companies to demonstrate a ...