With a stock market that is looking exceedingly expensive again, investors have been a tough bunch to please during the Q1 earnings season, sending shares of stocks down even if they pull off a successful beat-and-raise. And yet with valuation multiples looking rich, investorsWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the ind ...