The Gap: Cheap Valuation Amid Positive Comps Offsets Risk

A bleaker macroeconomic reality is setting in on investors as the Q2 earnings season passes into the rearview mirror. Consumer-facing companies, particularly in the retail sector, have been sounding off warnings since the start of the year. AndWith 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 regula ...