The Q3 earnings season is proving to be a volatile one, with investors seemingly on tenterhooks as stocks have to prove strong fundamental execution to justify recent multiples. I continue to believe that the best move we can make for our portfolioWith 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 re ...