Birkenstock: Growth Catalysts Are Fierce, Take Advantage Of Cheap Multiples

As we exit 2025 with the backdrop of an expensive S&P 500 that looks poised for a correction, one of our top priorities should be positioning our portfolios for a possible market rotation in 2026. To that end, what I'm focusing on isWith 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 regular contribut ...