We're on track to exit 2025 at record valuation multiples for the S&P 500, and with that in mind, one of my top priorities exiting the year is biasing my portfolio toward value plays andWith 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 contributor on Seeking Alpha since 2017. He has been quo ...