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For me, value-based investing and buying into technology stocks at reasonable prices has been a golden rule. But every rule has an exception, and Alteryx (AYX) is a big one. The big data software company, which helps its customers load and blend business data from different sources in order to prepare it for analysis, has jumped ~10% to fresh all-time highs after reporting strong fourth-quarter results. Year to date, Alteryx has jumped ~50%, vastly outperforming the S&P 500's ~3.5% rise and falling second only to Tesla (TSLA).