Agilysys: At Such Elevated Multiples, We're Expecting More (Downgrade)

The stock market and macroeconomic reality appear to be at stark odds again: though the S&P 500 has shot up to new all-time highs, macroeconomic headwinds continue to pile up, from the risk of trade deals going south to weaker consumer spending echoedWith 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 ...