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DAVY Profile picture
DAVY
@DAVYinvests
CPA working in corporate finance. NFA - just objective commentary on stocks and markets.
Nov 11 • 11 tweets • 4 min read
$PATH UiPath Thesis

-What do they do
-Strategic Positioning
-Expanding TAM and Structural Tailwinds
-Technology Differentiation
-Adoption and Stickiness
-Partnerships
-Financial Overview

"The unknown can be scary... Create a culture around understanding and celebrating automation and its purpose, so your employees can learn to embrace it rather than fear it." Daniel Dines (CEO)Image What UiPath Does (in plain terms)
UiPath is a Robotic Process Automation (RPA) platform.
Think of it as software that creates digital workers (bots) to handle repetitive tasks that humans usually do on computers....like:

Copying data from spreadsheets into systems
Filling out forms
Sending emails
Processing invoices or payroll
Managing IT tasks like user access

Instead of people clicking through screens, UiPath bots record those steps and repeat them automatically, saving time and reducing errors. This helps businesses cut costs, boost efficiency, and free employees for more strategic work