Core Insights - Corporations are identified as the best investors due to their access to material non-public information, which allows them to consistently outperform other investors [1] Group 1: Investment Focus - The focus is on small and midcap companies that present asymmetric upsides, indicating a strategy aimed at maximizing potential returns [1] - The analyst has experience in the Industrials and chemicals sector, which contributes to a diverse investment perspective [1] Group 2: Professional Background - The analyst has transitioned from a sell-side role to a managerial position in finance and technology at a charity, showcasing a broad range of experience [1] - The combination of execution and analysis experience enriches the overall investment analysis process [1]

Group 1 - Two companies, Nayax and Toast, are being tracked in the payments space, both exhibiting similar characteristics and high revenue growth in the high 20's percentage range [1] - The focus is on small and midcap companies with asymmetric upsides, indicating a strategy aimed at identifying high-potential investment opportunities [1] - The analyst has a diverse background, having worked in the Industrials and chemicals sector and in finance and technology at a charity, which enriches the analysis and execution experience [1] Group 2 - The article expresses personal opinions and does not represent any stock or derivative positions in the mentioned companies, although there is a potential for initiating a long position in TOST within 72 hours [1]