There's a particular kind of discomfort in watching QQQ climb week after week while your own portfolio quietly drifts the other way. That's exactly where I find myself writing this update. The index has been up — meaningfully — over the past three months. And yet here I am, in the red.
It would be easy to read that as a failure. I've learned to read it differently.
The rally I...
This year didn’t start well.
I wouldn’t go as far as saying it has been a difficult year, but it certainly hasn’t been smooth. The market opened with volatility, and much of it was driven by something that I think is still underappreciated—AI disruption happening faster than expected.
We are starting to see tools like Grok and other AI agents changing how work gets done. Tasks that once required specialised software...
UiPath's stock has faced significant headwinds over the past year. Revenue growth has decelerated, concerns about AI disruption persist, and the share price has declined substantially from its peaks.
Despite these challenges, I believe the market may be underestimating UiPath's strategic position in the emerging AI automation landscape. Here's my analysis of what's happening and why I'm maintaining conviction in this investment.
Understanding UiPath's Business Model
UiPath provides enterprise automation software that...
A Year of Growth and Conviction
2024 has been a year of growth, milestones, and strengthened conviction—both in my investments and in my approach to...
About Kelvin
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