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 ...

文章核心观点 - 分析对象为支付领域的Nayax和Toast两家公司 它们在某些特征上非常相似 例如两家公司均处于相似的增长阶梯 营收增长率均高达20%以上 [1] - 分析侧重于具有不对称上涨潜力的小型和中等市值公司 [1] 分析师背景 - 分析师职业生涯初期在卖方负责工业与化工行业 近期在加拿大不列颠哥伦比亚省温哥华的一家慈善机构担任金融与技术经理 其经验具有多样性 [1] - 分析经验与执行经验相互补充和强化 使分析更为丰富 [1]