Whilst delisting risks have lessened due to the broad agreement to allow the PCAOB to audit ADRs. However accounting risks stemming from sarbanes Oxley still remains, i.e any fraduailent accounting activities from Chinese ADRs could see shares plunging. Prudent to scale up holdings once more clarity is apparent
$UiPath(PATH)$To all, plausible reasons forthe decline: - EPS miss: should be noted that employee compensation was sizable. Sales and mktingexpenses more than doubled, likely to drive revenue growth. - partial lockup period expiry: 30% of shares owned by insiders are now free to be traded. Reasons to be optimistic: - strong top line revenue growth (65% increase yoy) - ARR up 68% yoy (important for saas)- $ based net retention rate 145% (125% is considered healthy for SAAS enterprise) - fortress balance sheet of 1.9billion- ranked highest in Forrester wave robotic rankings (i.e voted by users) for investor of CRWD. this is also the same ranking that was accorded to it, so u know it’s credible