over 2 years ago • 2 mins
I hail from San Antonio, Texas. I specialize in insurance and banking finance for high growth companies.
Long-term investment in UiPath (ticker: PATH). The company has impressive free cash-flow for such a recent initial public offering (IPO) in the high growth sectors of robotic process automation (RPA) and Artificial Intelligence (AI).
Their software – with or or without the assistance of consultants – allows companies to automate processes, reducing headcount and reducing human error. The AI sector goes a step further in learning and creating complex models for prediction, reinforcement, etc.
On the RPA front, big banks with stringent compliance needs are a major and consistent revenue driver that keep the lights on at UiPath.
AI is their dark horse since they are privy to scenarios and usages at a rate not matched by most AI shops.
Their software is quickly becoming the standard – and as small shops start adopting it UiPath will grow with them.
This is an inflation hedge in tech, as impossible as that sounds, since labor is usually the largest operating expense for UiPath’s clients.
Their AI can quickly overshadow their RPA business if a breakthrough occurs. This is statistically in their favor due their high customer growth and diversity of usage applications and industries.
Do you want to follow Sixto down the UiPath? Give us your thoughts on his pitch here.
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