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...
Merry Christmas, everyone!It feels almost poetic that I’m writing this again right before a flight — a familiar pattern by now. In a few hours, I’ll be boarding a plane to Tokyo , followed by 8 days of skiing at Sapporo. Christmas in Tokyo, New Year in powder snow — not a bad way to close the year. 🙂
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About Kelvin
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