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@jakebrowatzke "@BullishCurrent Don't make short-term predictions but $XX is still below fair value"
X Link @jakebrowatzke 2025-10-13T16:17Z 33.9K followers, XXX engagements

"It is still a small position. I own 8k shares. It's undervalued but it's harder to see any immediate catalyst for growth acceleration. Even so if $PATH hadn't become such a clear opportunity too me I would be buying more $FVRR. Fiverr is trading 4x EV to look through earnings. That's a XX% anualized return WITHOUT growth if they simply hit what I think will be their mature profit margin. Plus they just laid off 1/3rd of their staff without changing revenue growth guidance of XX% so profitablility is about to grow substantially. I still like the stock"
X Link @jakebrowatzke 2025-10-01T11:41Z 33.8K followers, XXX engagements

"$PATH is literally the perfect stock for today. It's positioned insanely to advantage from AI agents and the global need for automation. Its dominant position in Fortune XXX automation today gives it the immense industry knowledge and partnerships necessary to become the orchestration layer between every AI software stack and data source. Partnerships with OpenAI NVIDIA Google Snowflake Microsoft and more allow $PATH to combine the agents and software companies already use into seamless end to end autonomous workflows"
X Link @jakebrowatzke 2025-10-09T14:35Z 33.9K followers, 18.6K engagements

"Alpha straight from the CEO should not be ignored. Dines does not normally talk like this and is quite humble. $PATH"
X Link @jakebrowatzke 2025-10-14T16:47Z 33.8K followers, 8365 engagements

"$LMND will become a $1T tech giant. Management's execution thus far has been second to none. X. They hit X million paying customers faster than Netflix $NFLX Spotify $SPOT and Amazon $AMZN. X. They have grown XX times faster than the most formidable insurers in the U.S.Allstate Geico State Farm USAA X. They achieved a XXX% compound annual growth rate (CAGR) in their topline accelerating faster in their first five years than $META Amazon and Apple $AAPL X. Growth has been ACCELERATING for X straight quarters and mangament is guiding that the growth rate acceleration will continue. X. They have"
X Link @jakebrowatzke 2025-06-22T07:24Z 33.8K followers, 96.3K engagements

"The $PATH investor community on X has reached XXX members just a month after forming 🥳 Join:"
X Link @jakebrowatzke 2025-10-12T19:30Z 33.8K followers, 8405 engagements

"More validation for the $PATH thesis from the CEO 👇"
X Link @jakebrowatzke 2025-10-10T15:40Z 33.8K followers, 5219 engagements

"$PATH Case Study: UIPath saves Australian Unity 7-Figures Per Year UIPath reduced critical processing time from XX minutes to X regaining 22493 labor hours in the first X months automating for 178-year-old mutual company Australian Unity. As part of providing services to their clients Australian Unity collates all the applicants from the My Aged Care system and enters the data into Australian Unitys system. These PDFs spanning 20-30 pages contain almost XXX fields of medical and clinical history mental health status and hospitalization records. Processing the records and checking their"
X Link @jakebrowatzke 2025-10-06T14:39Z 33.8K followers, 31K engagements

"$LMND bear 😉 @PaperBagInvest believes fair price is $120+ Nearly XX% below my fair value estimate of $XXX today. Yet still nearly 3x Wallstreet's average price target of $XXXXX. Are they analyzing the same company as us 😂"
X Link @jakebrowatzke 2025-10-13T18:59Z 33.8K followers, 12.3K engagements

"$LMND pulling back before Q3 earnings is going to be a strange replica of Q2 😂"
X Link @jakebrowatzke 2025-10-10T13:32Z 33.8K followers, 12.8K engagements

"Watching $PATH run from this location. Wtf is life. 🙏 So greatful to these incredible companies. $TSLA $LMND $PATH"
X Link @jakebrowatzke 2025-10-09T16:02Z 33.8K followers, 17.3K engagements

"@Kevin60162526 $FVRR is selling at an EV to look thru earnings of XXX assuming a mature net margin of XX% and is growing top line at a double-digit %"
X Link @jakebrowatzke 2025-09-27T12:10Z 33.8K followers, 1319 engagements

"@Gfilche $ENPH turn around deep dive"
X Link @jakebrowatzke 2025-10-15T10:01Z 33.8K followers, 1714 engagements

"Plus $FVRR is still co-founder run. $UPWK is run by a CFO $FVRR is aggressively investing in growth and innovation $UPWK is innovating but is already more focused on net margins"
X Link @jakebrowatzke 2025-09-18T17:39Z 33.8K followers, XXX engagements

"My brother's analysis of $FOUR stock on our YouTube 👇"
X Link @jakebrowatzke 2025-10-02T22:26Z 33.8K followers, 2455 engagements

"Q3 is going to be MASSIVE for $LMND because everyone is uninformed 🚀 Get ready for a huge "supprise" revenue growth acceleration as revenue nearly doubles over the next XX months 😂 No one understands what's happening with reinsurance reduction"
X Link @jakebrowatzke 2025-10-05T14:02Z 33.9K followers, 14.4K engagements

"Most people trade too often not too little. Stillness is your friend. Don't try to be too smart for your own good"
X Link @jakebrowatzke 2025-10-13T18:35Z 33.8K followers, 2929 engagements

"$PATH is at VERY undervalued The orchestration layer of the agentic age selling 11.8x EV to look-through earnings 🤯"
X Link @jakebrowatzke 2025-10-08T12:40Z 33.9K followers, 16K engagements

"I have a feeling $LMND shorts have been doubling down for the squeeze. 🩳🔥 Fresh squeezed Lemonade"
X Link @jakebrowatzke 2025-09-26T21:32Z 33.8K followers, 4286 engagements

"@anh_nguyen27 EPS is total earnings divided by total outstanding shares to get earnings per share (eps) So when I say earnings I mean the total company earnings part of the EPS calculation. You're on the right $PATH friend 💪 keep asking questions and learning 🔥"
X Link @jakebrowatzke 2025-10-13T17:54Z 33.8K followers, XXX engagements

"Do any of my old Mirandus followers know how I can get in contact with Michael McCarthy I am interested in funding my own blockchain mmorpg in a few years. Assuming I'm wise enough to continue compounding my assets at my annualized average I could fund it with $2M-5M a year for as long as development takes even decades. No pre-sales. Everything earned in the game. Strict human only verification. A metaverse only for human workers. Society will need a real money MMORPG like this as AI does real-world jobs. An online country whose citizenship is as real as our world set in an ancient and"
X Link @jakebrowatzke 2025-10-10T10:34Z 33.9K followers, 2324 engagements

"140 new $PATH members since yesterday for our biggest investor community growth day since the community started 🚀 We might hit 1000 members tomorrow 🤯"
X Link @jakebrowatzke 2025-10-13T18:14Z 33.8K followers, 8500 engagements

"Even bigger $LMND GOAT than I on $PATH's current valuation 👇"
X Link @jakebrowatzke 2025-10-09T18:28Z 33.9K followers, 7378 engagements

"We currently expect $2.3B of earnings by 2036. Assuming it trades at a XX PE multiple $PATH would then be worth a little under $70B A XX% discount rate over XX years values $PATH at $17.3B today. The stock trades at just $8.8B Our base model never has $PATH surpassing mid XX% revenue growth the entire decade which I believe is extremely conservative"
X Link @jakebrowatzke 2025-10-13T17:23Z 33.8K followers, XXX engagements

"Let's goooo $PATH On CNBC's Mad Money Jim Cramer said he can't recommend UiPath Inc. It's not for me he added. 🚀🚀"
X Link @jakebrowatzke 2025-10-13T16:13Z 33.8K followers, 27.1K engagements

"@MoneroOnTop Monero is freedom money. It's not defined by any of the views held by anyone who owns Monero. I personally support Israel strongly and own $XMR because I believe in free speech"
X Link @jakebrowatzke 2025-10-12T10:40Z 33.8K followers, XXX engagements

"I believe I'm smarter than the stock market on very rare occasions. The rest of the time it doesn't matter"
X Link @jakebrowatzke 2025-10-13T18:01Z 33.8K followers, 2641 engagements

"I'm up $2.1m on $PATH so far and I will not be selling a single share at this fundamentally undervalued level. Wake me when we're trading 25x sales and I'll look at the new growth rate and re-evaluate then. We're trading 6.4x sales today. EV/FCF of XXXX. EV to look through earnings of 15.2"
X Link @jakebrowatzke 2025-10-10T14:02Z 33.8K followers, 25.8K engagements

"@Kevin60162526 XX% net margins are quite achievable long-term for $FVRR as gross margins are north of 80%. This would be much harder for a company like $LMND for example as loss ratios in the XX% range mean gross margins are XX% lower at around 40%"
X Link @jakebrowatzke 2025-09-28T14:50Z 33.8K followers, XXX engagements

"It pains me to see retail investors sell their $LMND shares to institutions. When institutions are hitting all-time high sharecounts AND prices are dropping it likely means retail is losing ownership % by paper handing"
X Link @jakebrowatzke 2025-10-11T23:48Z 33.8K followers, 28.2K engagements

"$PATH is selling only 11.5x EV (enterprise value) to look through earnings after today's move You almost get a XX% annualized return buying Uipath today without any revenue growth and $PATH was growing double digits BEFORE Maestro"
X Link @jakebrowatzke 2025-10-06T21:07Z 33.9K followers, 6944 engagements

"BREAKING: Daniel Dines in new CNBC interview says $PATH is seeing record automation interest from customers like they haven't seen since RPA came on the scene. Remember RPA propelled years of triple digits topline expansion for UIPath. 🔥🚀 He also explained that customers thinking big are seeing huge returns. Plus more AI partnerships are likely as UIPath positions itself as the neutral orchestration layer of enterprise automation. Watch 👇"
X Link @jakebrowatzke 2025-10-14T00:55Z 33.8K followers, 21.4K engagements

"Not bad $PATH"
X Link @jakebrowatzke 2025-10-10T21:15Z 33.8K followers, 8289 engagements

"The bull case for $PATH is too juicy for the stock not to run a lot more"
X Link @jakebrowatzke 2025-10-10T21:10Z 33.8K followers, 5192 engagements

"Grab a coffee and learn why I'm Bullish $PATH"
X Link @jakebrowatzke 2025-10-08T22:30Z 33.8K followers, 41K engagements

"Right or wrong no one can say I didn't have conviction. $PATH"
X Link @jakebrowatzke 2025-10-03T14:00Z 33.9K followers, 6897 engagements

"5 Books to Read - To Build Wealth and Escape the Rat Race: #1 The Richest Man in Babylon by George S. Clason (wealth building mindset overall strategy) #2 Americana: A 400-Year History of American Capitalism (understanding your place in history and how innovation after innovation is changing the world) #3 One Up on Wallstreet by Peter Lynch (favorite book on picking stocks and investing by a true investing legend. His other two books are also good.) #4 Commom Stocks and Uncommon Profits by Philip Fisher (Lynch's Investing mentor) #5 Everything written by Warren Buffett (and all"
X Link @jakebrowatzke 2025-10-10T12:34Z 33.8K followers, 12.4K engagements

"My percentage return over the last X years X months as calculated by Interactive Brokers: +1293% or +186% anualized. Vs. The $SPX with a XXXXX% return. And $ARKK Invest with a XXXXXX% return. Results achieved through buying contrarian undervalued growth stocks straight up (no options) with clear asymmetric upside and big catalysts ahead. I obsessively follow Peter Lynch's teachings in One Up on Wallstreet adapted in just X ways X. Being more focused than him (only owning my best 1-5 favorite stocks instead of hundreds or thousands) X. Juicing returns with smart margin deployment and covering"
X Link @jakebrowatzke 2025-09-27T14:17Z 33.8K followers, 11.7K engagements

"$PATH's revenue growth acceleration since launching Maestro Fiscal year Q4 2025: XXX% Q1 2026: XXXX% Q2 2026: XXXXX% Now founder & CEO @danieldines says X. Maestro will allow UIPath to grow without needing to increase headcount X. He's seeing customer demand he hasn't seen since RPA came on the scene In early RPA (robotic process automation) days $PATH was doubling every year. So who knows what the growth rate will look like a year from now. Stock trades at an EV/Look through earnings of XXXX times below it's current growth rate of 14%. $X in debt $1.64B in cash. Buying back a billion $$ of"
X Link @jakebrowatzke 2025-10-15T11:52Z 33.8K followers, 8852 engagements

"Investors are asking "When will he AI boom end" Thinking solely in terms of AI factory build outs. They should ask "When does the AI productivity boom that makes the factory build out sustainable accelerate" $PATH $LMND"
X Link @jakebrowatzke 2025-10-13T15:37Z 33.8K followers, 4114 engagements

".@Airbnb should partner with food delivery apps so that hosts can enable auto delivery instructions for guests with an in app link that opens the most relevant delivery app in the area pre-set up. @AirbnbHelp @AirbnbEng"
X Link @jakebrowatzke 2025-10-14T21:59Z 33.8K followers, 1767 engagements

"a dollar-based net retention rate of XXX% gross margins XX% selling 4.5x sales growing revenue double digits insane new AI product founder led $PATH"
X Link @jakebrowatzke 2025-10-05T18:34Z 33.9K followers, 4958 engagements

"My brother just released this video on our channel covering X undervalued gems in a market at all time highs. He explains why $LMND $PATH $FVRR $FOUR and $HNST could be bargain buys at today's prices. Watch 👇"
X Link @jakebrowatzke 2025-09-15T09:19Z 33.8K followers, 3489 engagements

"@sanderdaehlie I pay XXXXX% on IBKR on all margin above $1M(BM +0.75%) Once you pass one hundred thousand dollars I highly recommend Interactive Brokers Pro over any other broker"
X Link @jakebrowatzke 2025-10-13T18:20Z 33.8K followers, XXX engagements

"I'm not sure when UIPath will start to run but I do know that after it does @CathieDWood is going to become a big buyer again. @ARKInvest just needs a reason to relook at $PATH's new innovations in depth and try Maestro and they'll bet big"
X Link @jakebrowatzke 2025-10-03T21:19Z 33.9K followers, 4716 engagements

"My annualized "luck record" since switching to Interactive Brokers is now 262%. This does not include the lucky 20x I got in $TSLA going all-in on M1 Finance before transferring my account to a broker with more functionality. Feels good to be lucky. Feels better to know how to get lucky. The secret X. Every day read the legends Lynch Buffett Munger and their mentors as well. Again and again. (I'm not joking. I've listened to One Up on Wallstreet at least X times). Don't read pretenders If they didn't destroy the market don't let them influence your mental models. X. Research companies"
X Link @jakebrowatzke 2025-10-10T12:01Z 33.8K followers, 8342 engagements

"Yes I bought more $LMND today. It's worth $190"
X Link @jakebrowatzke 2025-08-05T13:49Z 33.9K followers, 18.2K engagements

"I invest in businesses that thrive regardless of the interest rate. $LMND $PATH $FVRR"
X Link @jakebrowatzke 2025-09-17T14:39Z 33.8K followers, 2556 engagements

"The stock market tries to shake out weak hands (those with low conviction) and most stop losses before running higher 😉"
X Link @jakebrowatzke 2025-10-10T21:20Z 33.9K followers, 4326 engagements

"Why fear a recession The best thing that could happen to speed up my journey to billionaire would be $PATH or $LMND dropping XX% so i can load up like a hungry hippo 😄"
X Link @jakebrowatzke 2025-10-02T16:26Z 33.9K followers, 5426 engagements

"$UPWK now trades at a XX% premium to $FVRR $UPWK 3.33x sales XXXXX% gross margin XXXX% rev growth rate last quarter $FVRR 2.13x sales XXXXX% gross margin XXXXX% rev growth rate last quarter"
X Link @jakebrowatzke 2025-09-18T17:36Z 33.8K followers, 3732 engagements

"One thing I've been considering a ton during my solo trip to Greece is my use of leverage in the form of margin. Without it my X year annualized returns would be high double digits not triple (186% anualized according to Interactive Brokers) and reducing margin would likely mean the same for my forward returns. However in exchange for lower returns my odds of being wiped out in a huge market fear cycle (I'm talking 40%+ down on the S&P XXX and 80%+ down in my individual stocks) reduces from high single digits to zero. Buffett and Munger are more legendary for their longevity than their"
X Link @jakebrowatzke 2025-09-29T18:19Z 33.8K followers, 8004 engagements

"@grok what food delivery app should i use in Barcelona Spain for 12:03 am munchies"
X Link @jakebrowatzke 2025-10-14T22:03Z 33.8K followers, 1123 engagements

"@unusual_whales $PATH may be the most under the radar AI company in the market. $LMND is also 3x-4x undervalued based on my XX year DCF model"
X Link @jakebrowatzke 2025-10-05T16:34Z 33.8K followers, 7962 engagements

"@Mastermarket_ Move in with your mom"
X Link @jakebrowatzke 2025-10-10T17:26Z 33.9K followers, XXX engagements

"My younger brothers and sister joined me in Mykonos Greece ❤ I am so grateful to Peter Lynch and Warren Buffett for teaching me how to find weigh and invest in great undervalued companies 🙏"
X Link @jakebrowatzke 2025-10-09T10:17Z 33.8K followers, 6091 engagements

"BREAKING: @YahooFinance just features my $FVRR article on their Fiverr community tab "A Contrarian 'Buy' as Humans Become Super Freelancers with AI Tools" Check it out 👇"
X Link @jakebrowatzke 2025-08-20T15:54Z 33.9K followers, 3533 engagements

"@hypergrowth102 Yes. Exactly why I'm all in $LMND and $PATH. If $PLTR was under a 25x P/S ratio I'd own it still too"
X Link @jakebrowatzke 2025-10-04T12:55Z 33.9K followers, 2159 engagements

"@alc2022 Reminds me of $PATH and $LMND Antonio 😉 For me it's $AMD 😭"
X Link @jakebrowatzke 2025-10-13T17:57Z 33.8K followers, 1229 engagements

"I'm feeling quite bullish about all the top calls I'm seeing. Plus $LMND $PATH and $FVRR are all far from all-time highs 🚀"
X Link @jakebrowatzke 2025-09-26T20:32Z 33.8K followers, 3364 engagements

"There goes $FVRR 🚀🚀🚀 +8.39% 🟢"
X Link @jakebrowatzke 2025-09-19T13:38Z 33.8K followers, 2367 engagements

"$PATH is a buy for a lot more than their recent deal with $NVIDIA"
X Link @jakebrowatzke 2025-10-03T19:30Z 33.8K followers, 5073 engagements

"$PATH is the most undervalued XX% gross margin subscription company I've ever seen. And before a huge revenue growth acceleration 🤯🚀"
X Link @jakebrowatzke 2025-10-05T18:31Z 33.8K followers, 33.5K engagements

"@Official_jgriff @UiPath @danieldines As far as percentages go I'm currently over XXX% invested in $LMND with some margin. The screenshot is pretty much my entire stock portfolio. I also hold a little $FOUR"
X Link @jakebrowatzke 2025-09-05T00:40Z 33.8K followers, 1324 engagements

"If you're bullish on $PATH or $LMND and you're positioned wisely with time as your friend not your enemy a JUICY dip buy opportunity from the China/Trump negotiations is a gift 🙏"
X Link @jakebrowatzke 2025-10-14T12:50Z 33.8K followers, 5025 engagements

"$LMND is just getting started. Don't for a second believe I've lost any conviction"
X Link @jakebrowatzke 2025-10-07T18:33Z 33.9K followers, 8725 engagements

"The numbers look better today because $UPWK is focused on profitability while $FVRR is investing in future growth. I would love to hear your take. If you've shared it previously please link. ❤ In my opinion it's a classic founder led company versus Stanford BA in business led company divergence. When you stop investing in disruptive innovation your numbers look a lot better in the short term but long-term it's rarely the right decision. The classic innovators dilemma"
X Link @jakebrowatzke 2025-09-15T21:54Z 33.9K followers, XXX engagements

"@sanderdaehlie On rare occasions it gets as high as 200%. But yes currently around XX% of my main portfolio is margin. If $PATH ran to $XX AND $LMND ran to $XXX simultaneously within X months I would fully deleverage (as future expected returns deminished) but stay XXX% invested always"
X Link @jakebrowatzke 2025-10-13T17:50Z 33.8K followers, XXX engagements

"This selloff will be bought. Increase tariffs on China impact $LMND and $PATH ZERO. And remember that Trump uses threats as a negotiating tactic"
X Link @jakebrowatzke 2025-10-10T15:36Z 33.9K followers, 7163 engagements

"@ZaStocks I will be reading. 🤝"
X Link @jakebrowatzke 2025-10-05T23:01Z 33.9K followers, 1209 engagements

"$LMND and $PATH are equally undervalued. Both are selling around 15x EV (enterprise value) to look through earnings (explained in video) $LMND has a higher current growth rate 30%+ $PATH has a higher potential growth rate 50%+ Both are flipping to profitability"
X Link @jakebrowatzke 2025-10-10T17:00Z 33.8K followers, 29.4K engagements

"$FVRR is trading at an EV (enterprise value) to look thru earnings of XXX assuming a mature net margin of 22%. Meanwhile the company is putting up double-digit revenue growth. Co-Founder and CEO @michakaufman is making the hard decisions necessary to become an AI-first company (recently announcing a layoff of XX% of @fiverr's employees). My bullishness on Fivver grows by the day. Freelancer's wielding AI agents are truly a new breed. Perhaps they need a new term like "Superlancer" or or "Ailancer""
X Link @jakebrowatzke 2025-09-23T09:50Z 33.8K followers, 2822 engagements

"BREAKING: $FVRR announces they are laying off approximately XXX employees XX% of their workforce as part of a restructuring effort to become a leaner AI-first company with fewer management layers. My take: While painful for all involved as an investor due to reduced stock comp and opperating expenses it makes $FVRR look even more attractive. Plus I love it when a business becomes streamlined by cutting management bureaucracy and all but the top performers. Assuming no change in full year growth guidance in Q3 I.E. a confirmation that this layoff is not a sign of any underlying problems I will"
X Link @jakebrowatzke 2025-09-15T20:31Z 33.8K followers, 6020 engagements

"$PATH position. 347200 shares average price $XXXXX cost basis $4.3M Nearly XX% of my portfolio 💪"
X Link @jakebrowatzke 2025-10-06T08:03Z 33.9K followers, 23.6K engagements

"Small caps are at record low ownership. That's why i feel so comfortable that small caps make up over XXX% of my portfolio. (margin) $LMND $PATH $FVRR 🚀"
X Link @jakebrowatzke 2025-09-15T09:59Z 33.8K followers, 14.3K engagements

"THE AGE OF THE AUTONOMOUS ORGANIZATION IS HERE $PATH $LMND"
X Link @jakebrowatzke 2025-10-06T20:28Z 33.9K followers, 7484 engagements

"Both of my favorite stocks today $LMND and $PATH are great buys for long-term investors. I would be loading both as fast as possible if my positions weren't already substantial. However choosing which to add between them is VERY hard. Thankfully as investors we don't need to make hard decisions. We can act rarely as long as we act swiftly when decisions become no brainers. Thus I'm currently sitting on over $5M of $LMND and $5M of $PATH (with $PATH held on margin against my $LMND position) waiting to see if one dips or runs for a clearer signal. Once either becomes clearly cheaper than the"
X Link @jakebrowatzke 2025-10-13T17:06Z 33.8K followers, 15.8K engagements

"Just bought another $200k $PATH shares at $XXXXX for a total count of 292900 shares. I'm not a no skin in the game commentator. I'm a man in the arena betting my own money"
X Link @jakebrowatzke 2025-10-02T18:31Z 33.9K followers, 26.3K engagements

"$LMND is just getting started"
X Link @jakebrowatzke 2025-10-09T10:34Z 33.9K followers, 9788 engagements

"BREAKING: BMO Raises $PATH price target to $XX My take: Analysts can tell things are moving in the right direction but lack bravery & trust the "efficiency" of markets and thus are lagging indicators. Only AFTER UIPath stocks runs will we see price targets chase in big ways"
X Link @jakebrowatzke 2025-10-03T13:35Z 33.9K followers, 2717 engagements