Evidence

the moat is yellow. Now, the reason I think it's a narrow moat is that once large legacy organizations start using UiPath, it is painful to rip out. But you have to wonder how much motivation is there for newer and newer customers to use UiPath as opposed to say Anthropic.

— Brian Stoffel

once a a merchant sets up their online presence on using Shopify, they don't want to focus on that part of the business... the switching costs are really high, and the brand is really high here... I think that the stock is fairly valued at today's prices.

— Brian Stoffel

I do think the stock is expensive today, and we could see this company somehow be leapfrogged or competed into not oblivion, but less significance, which is why it is in this third bucket.

— Brian Stoffel

the company has had problems lately. They've got really strong IP, but is it fading? Is it generating outsized returns? We haven't seen that as much lately... I will say that I think the stock is slightly undervalued, depending on how you look at it today, but this lands at

— Brian Stoffel

I certainly still think the valuation is still very stretched even though this company is pretty much doing everything right and has a huge tailwind.

— Brian Stoffel

if you believe from years 4 through 7, which would really be 2030 to say 2036, if you believe that they can have revenue growth of over 20%, well then today's stock price makes all the sense in the world. But if you don't, then it might be a little bit expensive.

— Brian Stoffel

the mode is uncertain. The thesis is uncertain... this does have a compelling valuation... if they can't show that they can reacelerate it, a great valuation will not save you as an investor.

— Brian Stoffel, at 19:17

the bottom line when it comes to Dualingo is the simple fact that clearly it is it is having trouble earning investors respect because they are trying to pivot and whether or not they can pull this off has been called into question. At the same time, the valuation is such that

— Brian Stoffel

I do think that ServiceNow seems like a pretty good deal in terms of valuation, but there's a lot of moving pieces here. And I'm not necessarily a ServiceNow bear. I don't own shares anymore. But when I see bull calls that don't take into consideration the potential loss of that

— Brian Stoffel

hims and hers was a new position that overall was more of a lottery ticket... if Novo Nordisk is willing to make a deal like that then there is definitely some leverage when it comes to him and hers. So those are three new positions.

— Brian Stoffel

if they can fix the front door, it is a phenomenal opportunity today... the thesis to me is very uncertain watching this.

— Brian Stoffel

The bottom line when it comes to Salesforce is is that if this company can shift their business model and not only figure out a way to keep their existing customers and become more usagebased and bridge the gap between any seats that they might lose, but also but also get new cus

— Brian Stoffel

Salesforce is the granddaddy of seat-based software... if customers cut employees, if IT departments and service desk departments get cut back, that hurts Salesforce because they are primarily seat-based. Agent Force is gaining, but the big question is can Agent Force grow fast e

— Brian Stoffel