A couple of months ago, I came across an article that made a claim that corporations are the best investors in the world. The referenced research showed that companies, often armed with material non-public information, consistentlyAs an investor I focus on small and midcap names with asymmetric upsides. In the beginning of my professional career I was handed the Industrials and chemicals sector on the sell side. More recently I worked as the Manager of Finance & Technology at a Canadian charity in Vancouver ...

I have been tracking two companies (Nayax and Toast) in the payments space that are very similar in certain characteristics. Both are in a similar ladder with revenue growth in the high 20’s. Both have attractive and growingAs an investor I focus on small and midcap names with asymmetric upsides. In the beginning of my professional career I was handed the Industrials and chemicals sector on the sell side. More recently I worked as the Manager of Finance & Technology at a Canadian charity in Vancouver, Briti ...