Gary Alexander
Contributor since: 2017
Latest Articles
EverQuote: Sounding Off Alarm Bells
Etsy: Don't Buy Into The Hysteria
Funko: Returning To Buyable Levels
Eventbrite: Full Steam Ahead After First Earnings Release
Farfetch: Not A Buy Yet, But Getting Closer
Altair: Time To Drop This Stock
Qualtrics: IPO Valuation Update
Yelp: It's Not Perfect, But At Least It's Cheap
The Trade Desk: The Long Term Is Solid, But Near-Term Risks Abound
Lions Gate: Poised For A Rebound With A Great Quarter Under Its Belt
Redfin: Don't Expect Too Much
New Relic: Terrific Execution
Dropbox: Blowout Quarter Should Arrest The Declines
Tableau: Don't Be Too Excited
Twilio: Outperformance On All Fronts
Zillow: The Premium Agent Business Will Be Fine In The Long Run
Booking Holdings: Doing Just A Bit Better Than Expedia
Tenable Holdings: Weakness In Some Metrics Offset By Lower Valuation
Zendesk: Not The Time To Dive In Yet
Teradata: Cloud Bookings Continue Outperformance
2U: The Correction Was Long Overdue
Seagate: Take Caution Ahead Of Memory Downturn
GoPro Stock Can't Be Trusted; Heading To Zero Eventually
Wayfair: Attractive Under $100
eBay: Not A Value Play Yet
Appian: Losing Its Luster
New York Times: The Optimism Will Be Short-Lived
Arista: A Recovery Is In Sight
Spotify: Cracks Showing In The Story
Bandwidth: Positive Profits A Plus In Turbulent Market
Citrix: Accelerating Capital Returns
Ultimate Software: Bullish Fiscal Year 2019 Forecast With Near-Perfect Visibility