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– The company was also dollar cost averaging in from January 31st – March 10th and bought about $171M worth of its own shares at about $12.11. Can’t imagine they are buying their own shares if they think their own…
“Don’t throw the baby out with the bathwater.” If you’re bullish on agentic AI becoming a major enterprise theme in 2026–2027 and believe UiPath can reaccelerate growth while maintaining profitability gains, the current price looks like a compelling entry point…
I’ll buy another 30% if it goes down more. The market could go down more, but this is a long-term accumulation. Does one really think that some college software engineer is going to vibe code an agent that will wipe…
I’ve started building a position in UiPath (PATH). The stock has taken a beating, but the fundamentals look like an opportunity. This play aligns well with Warren Buffett’s two Rules: Rule #1: Never lose money. Rule #2: Never forget Rule…
In the 1630s, an outbreak of speculative mania broke out in Amsterdam for tulip bulbs. Introduced from the Ottomans in the late 16th century, Tulip Bulbs captivated speculators. Everyone, including merchants, artisans and farmers traded not only physical bulbs but…
I sold my Freddie Mac position for a 12.8% profit. I was quite demoralized that the super traders tried to flush everyone out taking the position down from $8.6 to $6.5. But I hope everyone held on like I did.…
Normally, I wouldn’t buy something like this due to the esoteric nature of the underwriting, but I’m climbing aboard based on the administration’s comments, and specifically, Mr. Pulte’s comments on the recent episode with Patrick Bet-David. Mr. Ackman is still…
In 1919, William H. Smyth coined the term “Technocracy” asserting that as technological progress renders human labor unnecessary, humanity’s greatest endeavor would be how best to bask in leisure and prosperity. Everyone would essentially be technologically unemployed, so how could…
I’m up about 60%. I do realize there could be some more upside, but I am happy with the profit and bought myself some jeans there too. The market cap was about $1.85B when I bought, and it’s over $3B…
American Eagle Outfitter’s bold “Sydney Sweeney Has Great Jeans” add campaign did in fact deliver unprecedented results. Chief Marketing Officer Craig Brommers didn’t mince words during the company’s earnings call. “The American Eagle Sydney campaign was intended to be a…