There's no arguing it: Microsoft (MSFT -1.27%) is one of the biggest and most dominant companies the world has ever seen. But that doesn't mean it will win every market that it enters. In fact, when smaller companies focus on a single niche where Microsoft isn't leading, they can slowly take away market share. In the process, these smaller companies become great investments.

One such company is recent IPO UiPath (PATH -1.52%). If you're unfamiliar, UiPath creates software that allows for time-consuming digital tasks to be completed automatically. The company's artificial intelligence (AI) is at the core of the offering. And if UiPath's recent earning's reports was any indication, it is making solid progress toward widening its moat.

In this September 26th video from Motley Fool contributors Brian Feroldi and Brian Stoffel, get the bull and bear case on UiPath, and see how the stock scores on each contributor's investing frameworks.