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Rubrik: Incredible Accelerating Growth
Seeking Alpha· 2025-10-11 00:51
The stock market continues to hover around all-time highs, and I continue to emphasize rotating out of large-cap tech stocks and into faster-growing but less visible small- and mid-cap names. In my view, this relatively underappreciated market segment will be the best bulwark againstWith 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 ...
Viomi: Product Pivot Is Yielding Fruit
Seeking Alpha· 2025-09-25 02:50
With the S&P 500 continuing to lodge higher prices, I am encouraging investors to look beyond the obvious large-cap growth stocks that have dominated this year's gains. Pay particular attention to small- and mid-cap stocks that trade at substantially better valuations, as well asWith 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 ...
Funko Stock: No End In Sight To The Pain (NASDAQ:FNKO)
Seeking Alpha· 2025-09-23 14:11
Amid the stock market's surge to new heights, I continue to encourage investors to focus on rotating our portfolios toward reasonably priced small- and mid-cap names to diversify our exposure away from the large-cap growth stocks that have constituted the majority ofWith 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 toda ...