Tech: The Next Snowflake?

Industry Focus

The Motley Fool

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4.6 • 854 Ratings

🗓️ 9 April 2021

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today we talk about UiPath, a soon to be public company that private investors have fawned over the past few years.

We talk about how the company serves the RPA market, the insane growth rates the business is posting, and why UiPath reminds us both of another recent IPO — Snowflake.

Stocks: PATH, SNOW

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Transcript

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0:00.0	Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.
0:11.0	I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today
0:16.0	we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.
0:20.6	And we're talking energy. And today we're talking tech.
0:23.0	Let's dive in.
0:24.0	It's Friday April 9th and we're talking an automation S1.
0:31.0	I'm Rehostille Lewis and I'm joined by Fool dot com's uniquely
0:34.1	unqualified underwriter for uncovering anti underperforming utility units
0:38.0	Brian for Roldy Brian how you doing
0:40.8	Dylan happy Friday to you. How's it going?
0:43.2	I can't complain, man.
0:44.6	We get to do this all the time.
0:46.2	It's so fun to tape the show with you.
0:48.0	And we got a prospectus on our hands.
0:50.1	There's been no shortage of really interesting companies.
0:52.6	I don't want to overstate it, but I think that the one that we're going to be talking about today,
0:57.2	based on that alliterative, people can tell.
0:59.0	It starts with the U.
1:00.0	Probably one of the more interesting ones and maybe one of the most immediately
1:04.5	investable ideas we've talked about in a while. Yeah when we dig through when I dug
1:08.5	through the S1 on this company there is definitely a lot to like and you called this out in a private conversation we had you think this could be snowflake 2.0 given the numbers we're about to say I don't think that's an unfair comparison
1:22.0	Enough intrigue the name of the company is I don't think that's an unfair comparison.
	...

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