With the stock market zigzagging during the Q1 earnings season, my investment approach is to remain heads-down and continue deploying careful single-stock selection, particularly favoring small and mid-cap stocks whose businesses are largely insulated from the broader macroeconomic shocks.With 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 sh ...

Group 1 - The Q1 earnings season is taking place amidst a challenging macroeconomic environment, necessitating disciplined single-stock selection by investors [1] - Struggling companies are expected to face increased difficulties in navigating the current economic landscape [1] - Gary Alexander has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, influencing his insights into industry trends [1] Group 2 - The article emphasizes the importance of careful stock selection during the earnings season due to the tough economic backdrop [1]