Group 1 - The article emphasizes a focus on active stock picking, particularly favoring "growth at a reasonable price" stocks that exhibit resilience against macroeconomic pullbacks [1] - The number of such resilient stocks is decreasing, indicating a challenging environment for investors seeking these opportunities [1] - The author has extensive experience in the technology sector, having worked on Wall Street and in Silicon Valley, which informs their perspective on current industry trends [1] Group 2 - The author has been a contributor to Seeking Alpha since 2017 and has been quoted in various web publications, indicating a recognized presence in the investment community [1] - The article highlights the author's role as an adviser to seed-round startups, suggesting a connection to emerging trends and innovations within the technology industry [1]
Instacart: Growth At A Reasonable Price