To me, one of the most important things we can do as we wrap up 2025 is to drive a substantial rotation in our portfolios. I'm specifically looking to increase my allocation to beaten-down consumer discretionary and enterprise software stocks as wellWith 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 ...