Disruptive stocks from the east and west
Here, he shares his two favourite disruptor stock ideas from his developed and emerging markets universe. The first is Ayden, a merchant acquirer and payments company that counts the likes of Uber and eBay as clients and is growing revenues 30-40% per annum with 60% EBITDA margins.
A Chinese disruptor he likes is WuXi Biologics, which through its model of discovery, development and manufacturing of biologics drug development has the potential to disrupt existing healthcare players. He expands on his thesis for these stocks and why they have the potential to rise 50-60% in 2-3 years.
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