With nervous volatility at recent market tops, I continue to focus my energy on active stock picking, favoring "growth at a reasonable price" stocks that have broad resistance to a pullback in the macroeconomy. These stocks are becoming fewer and far between: yet I findWith 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 industry t ...