ON24: Despite New Growth Initiatives, I Remain Skeptical

Core Insights - The Q3 earnings season has shown surprising gains in small-cap stocks, which have historically underperformed, indicating a potential shift in investor sentiment [1] Group 1: Market Performance - Small-cap stocks are experiencing standout gains during a challenging earnings season, suggesting that investors are relieved by their performance [1] Group 2: Analyst Background - Gary Alexander has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, and has been advising seed-round startups [1]