Cloudflare: Flawless Execution Meets Mathematically Impossible Valuation (NYSE:NET)

Software stocks are in trouble, but no one has given Cloudflare ( NET ) that memo. NET stock has escaped the selloff, and that is not entirely unjustified. The company has managed to accelerate top-line growth, making it a clear AIJulian 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 B ...