Twilio ( TWLO ) has been a rare winner in the software sector, holding on to much of its gains over the past year even as many software peers fall amidst AI fears. The company has made great strides in boosting profitability andJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing group Best ...