Equity Analyst, Investi Analyst

Investi Analyst

Equity Analyst

Investment Entrepreneur / Equity Analyst.

Equity Bottom-Up

Toast, Inc. operates as a cloud-based restaurant software company. The Company designs and develops sale and management software system that helps restaurants to improve operations, increase sales, and create a better guest experience. Toast serves customers worldwide.

<ul>
<li>Toast (<span class="ticker-hover-wrapper">NYSE:<a href="https://www.smartkarma.com/search?q=TOST" target="_blank" rel="noopener">TOST</a></span>) offers a cloud-based end-to-end POS tech platform primarily focused on restaurant and food services.</li>
<li>They offer a broad portfolio of software and payment solutions that help to solve the needs of restaurants.</li>
<li>The company's<span class="paywall-full-content"> payment processing offerings are built on charging transaction fees for its restaurant clients for debit and credit card payments on restaurant sales.</span>
</li>
</ul>


Toast (NYSE:TOST) offers a cloud-based end-to-end POS tech platform primarily focused on restaurant and food services.
They offer a broad portfolio of software and payment solutions that help to solve the needs of restaurants.
The company's payment processing offerings are built on charging transaction fees for its restaurant clients for debit and credit card payments on restaurant sales.



Toast: A Deep-Dive Into A Category Leader In Vertical Software

Upstart Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, provides cloud-based artificial intelligence (AI) lending platform to improve access of credit while reducing the risk and costs of lending for bank partners.

<ul>
<li>Upstart is down 73% from its all-time highs after delivering a robust earnings report that saw revenue grow over 200%.</li>
<li>There are 5 key factors that will likely continue to drag down the stock as the Nasdaq continues its downtrend.</li>
<li>The big question for investors is to rigorously evaluate if Upstart is providing investors with excellent value right now for a company that is growing over 200% and highly profitable</li>
</ul>


Upstart is down 73% from its all-time highs after delivering a robust earnings report that saw revenue grow over 200%.
There are 5 key factors that will likely continue to drag down the stock as the Nasdaq continues its downtrend.
The big question for investors is to rigorously evaluate if Upstart is providing investors with excellent value right now for a company that is growing over 200% and highly profitable


Upstart: 73% Down - Here Are 5 Factors Driving The Stock Down

monday.com Ltd provides software solutions. The Company offers cloud-based platform that allows users to centralize all work, processes, tools, and files into one work OS, and to connect teams, bridge silos, and maintain one source. monday.com serves customers worldwide.

<ul>
<li>Asana and monday.com are some of the fastest-growing and highest-valued project management software within the tech sector.</li>
<li>In digitized work-from-home, many corporations have turned to these platforms to manage collaborations, communication, operations, and structure workflows.</li>
<li>The market has given both monday.com and Asana a premium valuation suggesting that Investors believe both companies could have tremendous future revenue growth runway ahead.</li>
</ul>


Asana and monday.com are some of the fastest-growing and highest-valued project management software within the tech sector.
In digitized work-from-home, many corporations have turned to these platforms to manage collaborations, communication, operations, and structure workflows.
The market has given both monday.com and Asana a premium valuation suggesting that Investors believe both companies could have tremendous future revenue growth runway ahead.


Monday.com Vs. Asana Deep-Dive: Exploring The Fastest Growing Tech Segment Of The Enterprise

Affirm Holdings, Inc. is a financial technology company. The Company builds platform for digital and mobile-first commerce. Affirm Holdings offers financial services tool that allows consumers to purchase goods and services. Affirm Holdings serves customers worldwide.

<ul><li>The story and thesis behind Affirm has drastically changed with the announcement of two new deals with the world's largest companies.</li><li>Amazon and Apple could easily have built an in-house BNPL; instead, they chose to partner with Affirm.</li><li>What is Affirm's Secret Sauce and Moat? This article will discuss their competitive advantage over Klarna and Afterpay.</li><li>This article surmises to answer the question behind why these Mega-Tech companies want Affirm as well as the key risks to monitor.</li><li>The math has completely changed for Affirm's future trajectory.</li></ul>

The story and thesis behind Affirm has drastically changed with the announcement of two new deals with the world's largest companies.Amazon and Apple could easily have built an in-house BNPL; instead, they chose to partner with Affirm.What is Affirm's Secret Sauce and Moat? This article will discuss their competitive advantage over Klarna and Afterpay.This article surmises to answer the question behind why these Mega-Tech companies want Affirm as well as the key risks to monitor.The math has completely changed for Affirm's future trajectory.

Affirm Holdings' Moat: Why World's Largest Retailers Want Affirm

Company Description

Upwork Inc. provides online recruitment services. The Company offers jobs in the categories such as website developers, virtual assistants, sales and marketing experts, accountants, and consultants. Upwork serves customers in the United States.

<ul>
<li>Upwork is the world’s largest work marketplace for freelancing and gigs.</li>
<li>The often neglected Upwork has a much more robust competitive advantage over Fiverr with regard to their Enterprise business model.</li>
<li>This thesis of picking Upwork is backed by the fact that more institutions and funds are buying more shares of Upwork than Fiverr.</li>
<li>The freelance economy back in 2019 was valued at $3.4 billion and is forecast to grow 15.3% CAGR by 2026 which allows both companies to continue to lead the industry.</li>
<li>The full risks and strengths of both platforms are discussed in the article.</li>
</ul>


Upwork is the world’s largest work marketplace for freelancing and gigs.
The often neglected Upwork has a much more robust competitive advantage over Fiverr with regard to their Enterprise business model.
This thesis of picking Upwork is backed by the fact that more institutions and funds are buying more shares of Upwork than Fiverr.
The freelance economy back in 2019 was valued at $3.4 billion and is forecast to grow 15.3% CAGR by 2026 which allows both companies to continue to lead the industry.
The full risks and strengths of both platforms are discussed in the article.


Upwork Vs. Fiverr: 5 Contrarian Reasons To Pick UPWK Over FVRR