Group 1 - The article emphasizes the focus on mispriced opportunities within the financial and technology sectors, highlighting the potential for asymmetric setups driven by market overreactions, business model shifts, or cyclical inflections [1] - The author manages their own portfolio and aims to clarify their thinking while sharing high-conviction ideas that are supported by in-depth research [1]

If I were to trade solely on Repay Holdings' (NASDAQ: RPAY ) stagnant share price this year, I would be blind to a nascent inflection that is quietly underway. The stock currently trades at justInvestor focused on mispriced opportunities in financial and technology sectors. I manage my own portfolio and specialize in uncovering asymmetric setups driven by market overreactions, business model shifts, or cyclical inflections. I write to clarify my thinking and share high-conviction ideas backed by deep resear ...