The RealReal: Strong Customer Adds, But The Stock Has Run Too Hot (Rating Downgrade)

With the S&P 500 continuing to dance around all-time highs, I continue to advocate for two main portfolio moves: rotating out of momentum-driven winners that delivered big gains in 2024, and allocating more of our portfolios toward "growth atWith 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 ...