Confluent: Strong Subscription Momentum

One of the toughest things to decide in a challenging stock market environment is when to let your winners go. So far this year, we've seen plenty of headlines about increasing stock market dispersion, which means that active investing and single-stockWith 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 ...