As we wrap up the Q2 earnings season, it's becoming evident that investors are getting nervous about the dual combination of a potentially shaky macroeconomy with weak employment statistics and sharp valuation premiums—especially at the top of the market. Careful stock-picking isWith 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 ...