Description
Join Aaron and Jake as they dive deep into UiPath (PATH). Discover how Jake first learned about UiPath, its journey since IPO, the game-changing Maestro AI software, comparisons to Palantir, the bear and bull cases, and why he's bullish on its future in agentic automation. From founder Daniel Dines' inspiring story to investment strategies inspired by Warren Buffett and Peter Lynch, this episode is packed with insights for tech investors.
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0:00 Introduction from Santorini
1:00 First Learning About UiPath and IPO History
3:37 Comparing UiPath to Palantir and AI Integration
8:47 Potential in Agentic Automation and Maestro Release
12:16 Research Process: Studying Companies and Discovering Maestro
19:29 Key Themes: Patience and Due Diligence
21:02 Bear Case for UiPath
25:35 Bull Case and RPA Advantages
32:04 Ontology vs. Orchestration Concepts
35:54 Believing in Founder Daniel Dines
40:12 UiPath's Culture of Humility
43:39 Interpreting Insider Selling
47:40 Determining Position Sizing
50:27 UiPath vs. Palantir Advantages
55:13 UiPath Thesis Summary
55:49 UiPath's Future in 10-20 Years
1:02:37 Mentors' Framework on Investing
1:08:22 Lessons About the World from UiPath
1:10:33 Closing Thoughts