Box: Cheap FCF Multiples Amid AI-Driven Backlog Growth

As we approach the end of 2025 with an SP 500 that is clinging to near record highs, investors should increasingly look to rotate more of our portfolios toward value-oriented stocks that have little correlation to the performance of the broaderWith 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 ...