$UPWK

1 thesis
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Avg return (3m)
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Win rate (3m)
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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

$UPWKr/ValueInvestingDiscussionbearish
u/Far-East-locker · 84d ago7 prior · 0% at 3mo

AI might not kill SaaS it is killing Freelancer & Digital Content platform

Upwork faces structural headwinds from AI replacing simple freelance tasks, with recent guidance cuts and slowing growth reflecting this shift. Though some higher-skill work may persist, the trend toward AI commoditization of entry-level gigs will likely pressure the platform long-term.

At post $8.36live price unavailable
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