UiPath ( PATH ) has been a surprise winner in the software sector. The company has made great strides in integrating generative AI into its product suite, which I expect to boost the business’ traction with customers. Management hasJulian 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 ...