Bandwidth: True Value In An Expensive Market

Group 1 - The article emphasizes the importance of portfolio rotation towards "growth at a reasonable price" stocks, especially as the S&P 500 reaches new record highs, indicating a cautious sentiment among investors [1] - The author, Gary Alexander, has extensive experience in covering technology companies and has been involved with seed-round startups, providing insights into current industry trends [1] - Alexander has been a contributor to Seeking Alpha since 2017 and his work is widely referenced in various trading platforms, highlighting his influence in the investment community [1]