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Wayfair: Strong Performance, Terrible Valuation (Upgrade)
WayfairWayfair(US:W) Seeking Alpha·2025-10-29 05:53

We're now entering into the thick of the Q3 earnings season, and the overwhelming consensus early on is a sigh of relief: the markets are continuing to push higher toward new records, and so far, the companies reporting don't seemWith 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 today. He has been a regular contributor ...