Group 1 - The article emphasizes the importance of diversifying investment portfolios by focusing on reasonably priced small- and mid-cap stocks, moving away from large-cap growth stocks that have dominated the market [1] - Gary Alexander, with extensive experience in technology and startups, provides insights into current industry trends and themes shaping the market [1] Group 2 - The article does not provide any specific financial data or performance metrics related to the companies mentioned [2][3]