Ariel Skelley/DigitalVision via Getty Images Summary I am positive on Paymentus (NYSE:PAY). My summarized thesis is that PAY offers a solution that disrupts a large market, and with just less than 3% market share today, the growth runway is extremely long. The strong value proposition of a modern payment platform to billers and consumer demand for flexible payments should continue to drive adoption of PAY. Company overview PAY provides cloud-native payment solutions that is utilized by over 2,200 businesses ...