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@weary_centurion Avatar @weary_centurion Weary Centurion

Weary Centurion posts on X about $odd, $pypl, $path, future the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks #5826 technology brands XXXXX% finance XXXXX% cryptocurrencies #3321 celebrities XXXX% countries XXXX%

Social topic influence $odd #3, $pypl #227, $path #8, future 5.56%, i am #2259, market cap #430, business #4805, strong 3.97%, ai 3.97%, to the XXXX%

Top accounts mentioned or mentioned by @blackbeltstocks @mccdmatthew @davyinvests @jakebrowatzke @thestocksking @hatedmoats @cybercabdavid @solesurvivore @ronaldo7trades @financeninjab @great_abramus @kross_roads @schartz_c @jwheelerdev @wearycenturion @cashflowkingsyt @greatabramus @xwallstx @andresdfonseca @couchinvestor

Top assets mentioned ODDITY Tech Ltd. Class A Ordinary Shares (ODD) PayPal Holdings Inc (PYPL) UiPath, Inc. (PATH) Microsoft Corp. (MSFT) PayPal USD (PYUSD) RAI Finance (SOFI) aelf (ELF) Morgan Stanley (MS) Nebius Group N.V. Class A Ordinary Shares (NBIS) 4 (FOUR) DLocal Limited Class A Common Shares (DLO)

Top Social Posts

Top posts by engagements in the last XX hours

"$ODD Oddity Tech is still dirt cheap at $XX $2.57B market cap for a company with a competitive MOAT in a recession proof industry With a long term CAGR target of XX% revenue growth and XX% Adj. EBITDA margin (easily achievable for them) Future compounder in the making"
X Link 2025-12-08T11:06Z 8515 followers, 1579 engagements

"$PYPL Analysts are piling in with downgrades Some are citing Jamie Millers comments directly The near to mid term fundamentals did change based on what was said If telling the truth makes me unpopular thats a price Im willing to pay I am still bullish $PYPL long term"
X Link 2025-12-09T14:53Z 8514 followers, 3712 engagements

"$PYPL This is for the haters Dont worry about my portfolio it is doing just fine Better to concentrate on your own money than mine if you ask me"
X Link 2025-12-09T17:57Z 8514 followers, 4890 engagements

"$PYPL Honestly these sorts of responses make me want to stop posting my portfolio updates But heres the truth since Iv been accused of being down X% year to date"
X Link 2025-12-09T18:26Z 8514 followers, 8101 engagements

"2. How does Oddity Tech make money Oddity Tech makes money primarily through direct sales of beauty and wellness products under its proprietary brands. Using a digital first direct to consumer ecommerce model the vast majority of Odditys revenue comes from one time product purchases by customers on its online platforms. Product Sales Most of Oddity's total revenue is generated from direct product sales with cosmetics and personalised wellness products leading the portfolio. Services A smaller percentage of revenue comes from technology services such as digital consulting AI-driven product"
X Link 2025-11-11T12:34Z 8502 followers, XXX engagements

"3. IL MAKIAGE Originally established as a professional makeup brand in New York IL Makiage was relaunched by Oddity in 2018 as a digital first tech-focused beauty company. The brand uses its PowerMatch foundation matching algorithm combined with online quizzes to accurately match users with foundation shades and other complexion products. IL MAKIAGEs business model leverages influencer marketing user generated content and seamless try-and-exchange processes to build customer trust and loyalty. As of late 2025 skincare accounts for approximately XX% of IL MAKIAGEs revenue reflecting a major"
X Link 2025-11-11T12:34Z 8503 followers, XXX engagements

"$ODD Both company brands have 4.2/5 on Trsutpilot IL MAKIAGE average from 86.8K reviews (older brand) SpoiledChild average from 3.6K (newer brand) A strong vote of confidence from the consumer The company also appears to respond to most reviews which is good to see"
X Link 2025-11-11T16:11Z 8502 followers, 1920 engagements

"$ODD Oddity CFO talking about Oddity labs on CNBC earlier this year Oddity has their own team of elite scientists working on the future of innovation in the beauty and wellness sector This stock is still relatively unknown I like unknown stocks"
X Link 2025-11-12T10:06Z 8512 followers, 1378 engagements

"$ODD Earnings in X days I am pleased to see nobody is talking about it on here XX% haircut since last earnings Compounding revenue growth and adj. EBITDA at a minimum of XX% Direct to consumer so higher margins Appears to be faring much better than competitors"
X Link 2025-11-17T17:04Z 8512 followers, 1596 engagements

"$ODD METHOD IQ launched early This will further strengthen the companies future growth potential Whilst also providing value to their users who have been requesting dermatology services for some time I expect this new brand to be integrated quickly an efficiently"
X Link 2025-11-18T14:46Z 8512 followers, 1758 engagements

"Bought some more $ODD with some fresh cash today I think this valuation is very insulting for a company committing to XX% CAGR in revenue and adj. EBITDA growth With a strong MOAT and competitive advantage in a recession proof industry the stock feels like a steal here NFA"
X Link 2025-11-18T15:56Z 8513 followers, 1335 engagements

"$ODD Triple beat and raise Impressive Especially in this environment"
X Link 2025-11-19T21:10Z 8513 followers, 2913 engagements

"$ODD Guidance raise A clear message to the market that this company is not vulnerable to macro Notable as $ELF and other competitors have been having problems with consumer weakness The call isnt until tomorrow I will do a full review when I get time"
X Link 2025-11-19T21:22Z 8512 followers, 2541 engagements

"$ODD After listening to the earnings call earlier and seeing how the stock price is barely moving despite yet another triple beat and raise (10 in a row) I am seriously considering reallocating some $PYPL shares here Brand X METHOD IQ is an absolute game changer for what is already a solid company with massive growth potential and a competitive edge which is hard to replicate The company is still completely unknown Market cap of $2.4B is crazy for this cmm in company I dont own enough shares Review coming hopefully within the next day or so NFA"
X Link 2025-11-20T15:06Z 8512 followers, 2416 engagements

"$ODD Q3 EARNINGS REVIEW 🧵 This will not be as in depth as PayPal because there is barely any interest in the stock I work for free after all so it has to make sense"
X Link 2025-11-21T09:46Z 8512 followers, 2262 engagements

"1. METHOD IQ (brand 3) Oddity launched their highly anticipated brand X METHOD IQ This marks the companies entry into the Telehealth sector starting with dermatology Dermatology is in short supply globally so there is very large gap to fill Coverage in the U.S. is very poor with a large portion of counties not even having a dermatologist This means patients have to drive for hours just to see one and with an average wait time of over a month The company believes it has something unlike anything else on the market which is truly unique They will start in the US initially before rolling out"
X Link 2025-11-21T09:46Z 8502 followers, XXX engagements

"$ODD Morgan Stanley downgrade $ODD despite a blowout Q3 and raised guidance They declared a X% position just before earnings This doesnt look suspicious at all 🤣 Their justification is consumer weakness despite management proving & stating that it does not affect them"
X Link 2025-11-21T16:19Z 8514 followers, 1899 engagements

"$ODD has given back all of its gains after yet another beat and raise quarter They have also launched METHOD IQ which is a game changer How anyone can argue the market is efficient I will never know Because if it was stuff like this would not happen Dirt cheap here"
X Link 2025-11-24T12:25Z 8513 followers, 1547 engagements

"$ODD This is a company with: 🟢 Strong MOAT 🟢 Competitive advantage 🟢 High margins 🟢 Rev/adj EBITDA CAGR of +20% 🟢 Recession proof 🟢 Founder led and controlled 🟢 $790M cash Trading at just $2.15B market cap One of the best long term opportunities on the market imo NFA"
X Link 2025-11-24T12:34Z 8514 followers, 2693 engagements

"$PATH UiPath is at very low risk of being acquired due to share structure The CEO Daniel Dines is the beneficial owner of all 77452748 Class B shares Each class B share grants XX votes This gives a voting power of 2710846180 votes representing XXXX% total voting power"
X Link 2025-11-27T13:41Z 8512 followers, 5128 engagements

"@mvcinvesting $ODD"
X Link 2025-11-27T21:47Z 8513 followers, 9436 engagements

"$PYPL $PATH $ODD 🚨LONG POST🚨 All of my stocks are undervalued and buying back shares They are also either unknown or hated This is also how it felt holding $SOFI at $X and $NBIS in the low $20s The difference this time around is I have sufficient conviction in all three holdings to hold long term $SOFI and $NBIS both ran 100%+ in less than a year after I had entered That contributed to my decision to sell (rightly or wrongly) but the main reason was my conviction in their futures wasnt sufficient enough to hold the stocks once they had reached fair value (perceived) I can honestly say that"
X Link 2025-11-29T13:42Z 8513 followers, 5649 engagements

"$PATH In the simplest terms I can possibly think of UiPATH is the tool set with which AI is deployed across organisations effectively Without their orchestration AI is not operating anywhere near its full potential Path is best in class This is why Microsoft chose them to manage their own software despite having their own proprietary Agentic If the grandfather of big tech thinks Path is best in class can there be any doubt here about the quality of their product I understand why people are doubting Path and its potential After all I thought the same the first time I looked at it But this is a"
X Link 2025-11-30T10:47Z 8513 followers, 11.9K engagements

"@Great_Abramus I wrote this for $ODD if you havent seen it already 👌🏻 Make sure to do your own research too"
X Link 2025-11-30T11:12Z 8514 followers, XXX engagements

"$PATH I wonder which company could help fill that gap"
X Link 2025-12-01T15:20Z 8514 followers, 4838 engagements

"$PATH Iv been looking for a bear case and this is phenomenal Might have to sell today after reading this Thoughts"
X Link 2025-12-02T07:49Z 8514 followers, 18.6K engagements

"$PATH Earnings tomorrow Expectations are low If the stock dips I will consider increasing my already large position unless there is a fundamental change to the thesis I have a feeling momentum is building here but I will stop short of trying to predict short term price action"
X Link 2025-12-02T11:57Z 8514 followers, 4653 engagements

"$PYPL Good find here by @xwallstx Michelle Gill talking about how BNPL is not a trend It is an evolution in how shoppers manage their cash flow PayPal are going after this market aggressively because they can see where its going BNPL will disrupt traditional credit cards"
X Link 2025-12-02T16:03Z 8491 followers, 3874 engagements

"$PYPL Facts Long way to go until fair value"
X Link 2025-12-02T20:32Z 8516 followers, 3708 engagements

"$PYPL NOW THIS IS AN UPDATE For Cyber Week; 🟢 55K transactions per minute 🟢 170M consumer accounts transacted 🟢 14M SMB transactions Black Friday 🟢 $15M saved (cash-back/savings) 🟢 Double digits BNPL transactions 🟢 PayPal/Venmo debit 60%+ 🟢 Pay with Venmo double digit increase 🟢 10%+ increase in PayPal visits Not bad for a dead company that nobody uses anymore right Very happy with this performance Q4 should be 👌🏻"
X Link 2025-12-02T22:59Z 8510 followers, 27K engagements

"$PYPL I knew I could rely on Jamie to tank the stock again If we get to Q4 and buybacks have been found to have accelerated all will be forgiven I respect the honesty but the stock tanking every time management speak is getting irritating"
X Link 2025-12-03T15:42Z 8505 followers, 12.1K engagements

"@Kross_Roads I think thats probably a fair assessment I respect the honesty but it is getting old now There appears to be zero consideration for shareholders with this sort of commentary First time Iv started to doubt the thesis a bit"
X Link 2025-12-03T16:27Z 8505 followers, 1274 engagements

"$PATH Triple beat and raise as expected Looking forward to the call Will try and get a full review out over the next few days"
X Link 2025-12-03T21:54Z 8513 followers, 4647 engagements

"$PATH The call was solid I believe the company is going to perform extremely well next year Full review coming when I get time later this week probably"
X Link 2025-12-03T23:47Z 8513 followers, 3619 engagements

"$PYPL Nope at this point I agree with them sadly after what was said yesterday Still dirt cheap but at this point the timeline for growth acceleration is very unclear"
X Link 2025-12-04T13:07Z 8486 followers, 5821 engagements

"@MyGrowthStocks @mccdmatthew I like $FOUR but there is some balance sheet risk Its towards the top of my watch list"
X Link 2025-12-04T18:58Z 8488 followers, XXX engagements

"$SOFI UNPOPULAR OPINION It should be noted that management commentary has strongly indicated no further dilution would be necessary multiple times this year prior to two additional capital raises I have a zero tolerance approach for this sort of thing It is misleading at best"
X Link 2025-12-05T13:02Z 8477 followers, 6353 engagements

"$PATH Before earnings many people on here were scoffing at a PE ratio of around 450-500 (depending on how it was calculated) After Q3 PE ratio is now around XX This shows why PE ratio is a useless metric for a valuing a growth company in the early stages of profitability"
X Link 2025-12-06T19:10Z 8513 followers, 5850 engagements

"$PATH Pushed out of the ascending channel with high volume yesterday If it holds above this key level next week I think we could enter price discovery mode I am hoping for a dip because I want more shares But I have a feeling its not going to happen"
X Link 2025-12-06T22:10Z 8516 followers, 5880 engagements

"@LondonBrit2020 Yes I plan on holding some cash I am looking at adding more $ODD and $PATH if we get any further weakness"
X Link 2025-12-07T12:05Z 8513 followers, XXX engagements

"$PYPL This is the perfect visualisation for why my confidence in timeline is no longer strong enough to justify a large position I was banking on double digit growth next year and a consequential inflection in this chart That is no longer the case Great post @JuanRodrig07"
X Link 2025-12-07T16:47Z 8507 followers, 7092 engagements

"@CMCabrera_ $ODD No more turnaround plays for me lol"
X Link 2025-12-07T21:05Z 8514 followers, XX engagements

"The wise man speaks because he has something to say the fool because he has to say something - Aristotle I will only speak if I feel there is something worth saying Be assured that I will never participate in engagement farming No matter how big my account gets"
X Link 2025-12-08T11:56Z 8516 followers, 1299 engagements

"$PYPL Those who spew hatred or ridicule on here Hate themselves more than they hate you People who hate themselves are the most dangerous and untrustworthy people on earth Do not lower yourself to their standards I will no longer engage with such behaviour"
X Link 2025-12-09T17:15Z 8516 followers, 1980 engagements

"@CashFlowKingsYT @BlackBeltStocks X% lossbut ok And yeahsorry to break it to you but you are still an idiot and this childish revenge gloating confirms that fact I called you out for saying stupid things that are still stupid regardless of Paypals price action That is the truth"
X Link 2025-12-09T17:52Z 8516 followers, XXX engagements

"@JM_Investment0 Let them come I see you got similar treatment I respect your transparency too"
X Link 2025-12-09T18:36Z 8516 followers, XXX engagements

"@Web_Devepoler Respect to you for holding for so long 👌🏻"
X Link 2025-12-09T18:36Z 8516 followers, XXX engagements

"$ODD A couple of things about Oddity Tech: 🟢Founder led (20%+ share ownership) 🟢Compelling MOAT 🟢$815M cash 🟢No debt 🟢$2.2B MC 🟢20%+ growth rev. + adj EBITDA 🟢FCF rich 🟢Low float 🟢Recession proof industry 🟢$600B TAM (for now) Deep dive incoming next week hopefully"
X Link 2025-11-08T09:48Z 8516 followers, 1769 engagements

"Portfolio Update $ODD has been at the top of my watchlist since @DAVYinvests recommended I have a look at it The bar for me to sell any $PYPL was high But when it dipped below $XX yesterday I made the decision to sell some PayPal at a slight loss My conviction on $ODD is high and below $XX I see it as a no brainer buy I can see no fundamental reason for the sell off The likelihood is that it has been brought down by a mixture of; - Manipulation (low float and low volume stock) - Rising SI suggests opportunistic shorting - Market sell off - Beauty sector sell off ($ELF) - Fears over consumer"
X Link 2025-11-08T13:08Z 8516 followers, 4660 engagements

"$ODD $600M offering Earlier this year Oddity raised $600M through an exchangeable note offering with a X% coupon and X year maturity The strike price is $XXX meaning $ODD would need to more than 3x in price before any dilution occurred If all $600M was exchanged for stock the dilution rate would be 4.285M shares (assuming they chose to exchange at $140) This is less than XX% dilution and will likely be mitigated further by shares repurchases between now and then Oddity essentially received a X% interest X year loan These are extremely favourable terms and indicate strong confidence in their"
X Link 2025-11-09T10:33Z 8516 followers, 2379 engagements

"$PYPL $PYUSD will likely hit $5B+ market cap by end of the year Adoption is going through the roof I expect Agentic commerce to follow a similar trajectory"
X Link 2025-11-26T17:14Z 8516 followers, 7241 engagements

"$PYPL Contrary to popular belief PayPal is now a company that is looking to solve the problem of high fees and terrible service quality in cross border payments The $PYUSD stable coin is one of those solutions With low fees and high latency this is going to be the future of transferring money abroad: No fees for transferring PYUSD within eligible US PayPal accounts XXX% fee when transferring PYUSD to external wallets outside PayPal Zero fees on Solana blockchain transfers of PYUSD Cross-border transfers funded with PYUSD on Xoom have no transaction fees"
X Link 2025-11-26T17:54Z 8516 followers, 5344 engagements

"$PYPL I am obviously not happy with PayPal right now I will take some accountability here and acknowledge I was wrong on the timeline I did not have us back at $XX on the cards at all after the OpenAI announcement I will always be open and honest about mistakes/misjudgements"
X Link 2025-12-03T16:34Z 8516 followers, 16.6K engagements

"$PYPL Just finished listening to XX mins of Jamie trashing PayPal Ok serious talk for a minute: If you take the stock price action out of the equation it wasnt THAT bad Not great but not terrible 🔴 Not good to hear the predictions about branded checkout growth coming in at least XXX basis points below Q3 🔴 Not good to hear about EPS growth being lower next year 🔴 Not good to hear about increased consumer weakness going further into Q4 🟢 Good to hear about Venmo success 🟢 Good to hear about BNPL success 🟢 Good to hear about guidance being comfortably in tact 🟢 Good to hear about the"
X Link 2025-12-03T18:36Z 8516 followers, 13.3K engagements

"$PATH Q3 FY 2026 EARNINGS REVIEW Full report 🧵"
X Link 2025-12-04T16:36Z 8515 followers, 6001 engagements

"$PATH LOL I was right about Daniel being unimpressed with analysts yesterday evening Here he delivers a major slap down to the dumb narrative of sustainability and it is glorious to see him smack it down so bluntly and tell it how it is Wall St are sleeping on this stock"
X Link 2025-12-04T17:43Z 8516 followers, 7147 engagements

"$PATH Four days ago I warned we may be looking at a collapsing time frame for a re-rating Not sure whether that re-rating is now taking place but I sure am glad that I went in heavy when I did at $XX If it comes down again I will be backing up the truck NFA"
X Link 2025-12-04T17:46Z 8516 followers, 9504 engagements

"$PATH CEO Daniel Dines on materialism; I was fortunate enough in life to understand what does it mean to have it all basically. It doesnt fucking matter. Everything that matters is here (points to head) and its how we think day by day. He is not in this for money"
X Link 2025-12-07T19:06Z 8516 followers, 7493 engagements

"@Great_Abramus $ODD is probably the only stock Im considering adding right now $PATH if it dips back to $14-15 $DLO if it goes sub $XX $OSCR if it goes sub $XX I have multiple companies on watch but I will only ever buy dirt cheap"
X Link 2025-12-08T08:17Z 8516 followers, XXX engagements

"$PYPL I am not sure when this happened but I still see reports like this I know the previous management were making terrible decisions in relation to peoples accounts I had hoped this sort of thing ended once Chriss took over @jakebrowatzke when was this"
X Link 2025-12-08T17:12Z 8515 followers, 6014 engagements

"Seen a few posts on here questioning why nobody was talking about $PATH before is ran from $13-19 Well the truth is people were talking about it: @jakebrowatzke @DAVYinvests @MitchMartan98 To name a few as well as others You need to search deep on here to find real value"
X Link 2025-12-09T08:29Z 8516 followers, 8334 engagements

"@Unknown_Capital Dont get me wrong its not optimal at all how Iv played $PYPL and I am not remotely happy with it 🤣 But its not really done me much harm like many people seem to think"
X Link 2025-12-09T23:25Z 8516 followers, XXX engagements

"@TradePunk_ I did not get shaken out I changed my mind I was also only fully allocated for a short time I scaled out a decent amount at breakeven to start a position in $ODD"
X Link 2025-12-10T06:20Z 8516 followers, XXX engagements

"@LeungNigel12029 I reduced my position and redeployed it into $PATH at $XX I think I will be fine I also still have a position in $PYPL"
X Link 2025-12-11T18:29Z 8516 followers, XXX engagements

"@Grover65970949 @errorcode0699 We will find out in a week It should be there or there abouts 👌🏻"
X Link 2025-10-21T18:48Z 8515 followers, XX engagements

"$ODD Oddity Tech Deep Dive🧵"
X Link 2025-11-11T12:34Z 8515 followers, 14.3K engagements

"$PYPL The market cap of $PYUSD has increased more than 6x this year It is currently the second fastest growing stable coin"
X Link 2025-11-27T09:59Z 8515 followers, 10.8K engagements

"1. FINANCIAL HIGHLIGHTS Revenue: $411M ✅ (+16% YoY) ARR: $1.782B ✅ (+11% YoY) Operating Income: $88M ✅ Operating margin: XX% ✅ First GAAP profitable quarter ✅ Guidance raised ✅ FY26 projected as first GAAP profitable year ✅"
X Link 2025-12-04T16:36Z 8515 followers, XXX engagements

"2. GUIDANCE Guidance raised again Revenue: $462-$467M ARR: $1.844-1.849B Non-GAAP operating income: $140M Adj FCF: $28M Impressive execution on show here with a number of beat and raise quarters now under their belt I think this will continue Guidance is conservative I"
X Link 2025-12-04T16:36Z 8515 followers, XXX engagements

"$PYPL 🚨 LONG POST ALERT🚨 I believe I am not wrong on the overall thesis of PayPal Long term it still applies But I will admit that I was wrong on the timeline I thought Q3 would potentially be enough to change the narrative and if not definitely Q4 But I cannot and will not ignore fundamental changes If I was happy that the fundamentals were continuing to strengthen and that growth was reaccelerating as expected then I would likely still have most of my portfolio in $PYPL But that roadmap has now changed unexpectedly and that is why I have repositioned and will continue to reassess my"
X Link 2025-12-07T09:42Z 8515 followers, 22.1K engagements

"$ODD For $2.4B MC you get (LTM): 🟢$781M revenue (+26% YoY) 🟢$166M Adj EBITDA margin (+21%) 🟢$105M FCF 🟢$793M cash 🟢No debt Two well established business lines Telehealth brand just launched Consistent beat and raise culture Founder led and controlled Recession proof industry Defensible and competitive MOAT Cheap valuation XX% rev and adj EBITDA margin CAGR I cant really make it any clearer than this Most people will ignore this post This stock is so under the radar it is quite amusing to me how these opportunities get missed by so many people chasing things that have already run We live"
X Link 2025-12-09T09:13Z 8515 followers, 2202 engagements

"$PYPL Full disclosure PayPal is now XXX% of my portfolio This reflects my uncertainty pending more information about Q4 and 2026 I know people will ridicule me for this But I choose to share it anyway The truth is more important than my ego"
X Link 2025-12-09T15:04Z 8515 followers, 12.1K engagements

"$PATH So far so good Broken and held above the ascending channel I suspect this is going a lot higher NFA"
X Link 2025-12-09T18:45Z 8515 followers, 6088 engagements

"I scaled out of XXX% allocation at breakeven to start a position in $ODD Then I sold a chunk to enter $PATH at around X% loss which took me down to XX% allocation I sold XX% yesterday for an X% loss I have had multiple profits this year to more than cover the losses from PayPal"
X Link 2025-12-09T23:12Z 8515 followers, XXX engagements

"$PYPL Interesting"
X Link 2025-12-10T06:14Z 8515 followers, 5070 engagements

"$PYPL PORTFOLIO UPDATE AND THOUGHTS LONG POST Well the last XX hours has been fun You would think by the comments on my posts that I dont have a PayPal position anymore PayPal is still XXX% of my portfolio now reflecting a position that I have faith in long term but have doubts over for the next 1-2 years Does it make me emotional because I changed my allocation based on fundamental analysis and the identification of other opportunities I sold XX% of my previously heavy PayPal allocation to open a position in $PATH at $XX which is now up XX% I choose not to routinely brag about gains but"
X Link 2025-12-10T07:31Z 8515 followers, 2775 engagements

"$PYPL I still stand by what I said about this video which was that it is stupid That still applies despite whats happened with PayPal since and my position PayPal is still a good investment long term There is only one clown in this conversation and its not me Im afraid"
X Link 2025-12-10T08:38Z 8515 followers, 4316 engagements

"$PATH DEEP DIVE 🧵 - Origins & history - Business model - MOAT - Financials - Valuation - Future potential"
X Link 2025-12-10T13:58Z 8515 followers, 21.4K engagements

"5. FINANCIALS As of Q3 FY 2026 UiPath is performing well moving into next year. 🟢 ARR: $1.782B (11% YoY growth) 🟢 Revenue: $411M (16%YoY growth) 🟢 10860 customers 🟢 2506 customers over $100K ARR 🟢 $1.5B cash 🟢 No debt 🟢 Market cap currently around $10B 🟢 Gross margins mid 80s (solid) 🟢 First profitable quarter 🟢 Guiding for first profitable year In short UiPath has a fortress balance sheet with zero debt. The business is growing healthily and is expected to accelerate next year a a result of Maestro. They are now profitable and are expecting to remain so. There is nothing not to"
X Link 2025-12-10T13:58Z 8515 followers, XXX engagements

"6. VALUATION Valuation is such a contentious subject and the reason for that is there are so many ways to value a stock. There are too many variables at play to come up with a truly reliable model. But what you can do is make some conservative assumptions and operate off that from a starting point I will not go into the full calculations here for ease of reading but; If you assume a series of growth rates over X years for bearish base and bullish you can calculate: Discount rate XXXX% which is appropriate for a high margin SAAS company Growth rates Bearish: 6-7% growth Base: 8-9% growth"
X Link 2025-12-10T13:58Z 8515 followers, XXX engagements

"$PATH BARCLAYS CONFERENCE HIGHLIGHTS Just finished listening to CFO Ashim Gupta at the Barclays conference He really proved his worth here; UiPath is not the same company as it was X or X years ago. It had different structure and different execution Put to bed the fallacy of UiPath being a struggling RPA company They are not being affected by the government shutdown due to their mission critical customer base within the sector Explained the tech in simple terms and very effectively explained how Maestro will not only drive new automation cases but also reinvigorate previously missed"
X Link 2025-12-10T19:52Z 8515 followers, 10.3K engagements

"@TheRonnieVShow Would love to see your thoughts on $ODD Hardly anyone covers it"
X Link 2025-12-11T07:45Z 8515 followers, XXX engagements

"@B2F_Investing 🤝"
X Link 2025-12-11T08:13Z 8515 followers, XX engagements

"$PYPL The downgrades keep rolling in Despite the criticism I have received for reducing my allocation based on a change in fundamentals I think its objective fact that what the CEO and CFO have said recently changed the trajectory for 2026 Long term I am still bullish but I am anticipating a rough 1-2 years and thats why my allocation is now XXX% instead of XX% or bigger I dont think its coincidental that PayPal are getting downgraded to oblivion now I will probably add more if we see mid to low $50s as at that point it is pretty much completely de-risked But in my mind when I listened to"
X Link 2025-12-11T14:12Z 8515 followers, 6024 engagements

"$PATH Great post by @jakebrowatzke detailing UiPaths catalogue of major enterprise customers The beauty of UiPath is that it has enormous growth opportunities within its existing customer base never mind additional cohorts Maestro is going to be huge"
X Link 2025-12-11T16:03Z 8515 followers, 7499 engagements

"$ODD Very few people are interested in big names before they start running $ODD will be a big name of the future It is compounding revenue at 20%+ CAGR with XX% adj EBITDA margins and has gross margins of around XX% It will disrupt traditional beauty companies with its direct to consumer model It will become a telehealth / skin care solutions hybrid in the medium term with its own proprietary AI technology and biotech lab for new products (Oddity Labs) Soon it will start to address the massive shortage of dermatologists by providing its own remote services in the U.S There is strong demand in"
X Link 2025-12-11T18:26Z 8515 followers, 1139 engagements

"$ODD One of the best opportunities on the market right now imo Undervalued Capital light business model High margins Founder led / controlled Fortress balance sheet Recession proof Proving resilient despite macro Not financial advice"
X Link 2025-12-11T18:36Z 8515 followers, 1781 engagements

"$PATH A sign of things to come Representatives from Microsoft and Nvidia attending a UiPath event in Japan to talk about the future of agentic AI Orchestration represents the next evolution of AI deployment within businesses"
X Link 2025-12-11T22:17Z 8515 followers, 3906 engagements

"@FlexInvest7 Better opportunities mainly I reallocated to $PATH and $ODD had it not been for those two I probably would still have a larger allocation to $PYPL"
X Link 2025-12-11T23:20Z 8515 followers, XXX engagements