Few market trends over the past few years have been as sharp or jarring as the immediate backlash against enterprise software stocks, a group of names that were the darlings of the stock market and powered the S&P 500’s gains duringWith 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 contributo ...