| # | Tweet | Community | Topic | Views ▼ | Ratio | Engagement | Posted |
|---|---|---|---|---|---|---|---|
| 1 | [video] $UBER saving $22M with $PATH automation.
70% of invoicing now automated. | $PATH | — | 23.7K | 13.1x | 145 | Mar 5 |
| 2 | [text] $PATH at a ~$5.44B market cap 🧢
But look deeper:
~$1.4B in cash
~$82M in debt
Enterprise Value?
~$4B.
So you’re paying around $4B for a company doing nearly $2B in ARR, leading enterprise automation in the AI agent era.
Run the numbers. | $PATH | — | 8.4K | 4.8x | 122 | Feb 25 |
| 3 | [image] 🚨 UiPath ( $PATH) just authorized a $500M share Buy back
• ~8.2% of the entire company at current prices 📈
Fewer shares outstanding means:
• EPS will increase
• FCF per share will increase
And they’re doing it from a position of strength:
• 1.69B in cash
• Zero debt | $PATH | — | 7.2K | 3.9x | 118 | Mar 13 |
| 4 | [image] My thesis is that $LMND wins by delivering better value to customers. As AI agents get better at comparing price, coverage and service, I expect more of them to recommend Lemonade where it offers the best overall deal.
The pressure falls on traditional insurers and | $LMND | — | 2.7K | 1.4x | 40 | Sep 27 |
| 5 | [image] $LMND 🔥🔥🔥 | $LMND | — | 2.3K | 1.2x | 26 | Sep 24 |
