The Death Of Software Is Overstated: monday.com Is A Top Pick
monday.com ( MNDY ) represents a key holding in one of my top ideas at the moment: buy software. The market appears greatly worried that generative AI is here to disrupt the software sector. This has led many software stocks to trade at aroundJulian 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 inves ...