Group 1 - The core viewpoint is that Adyen is expected to experience growth above 20% due to its superior solutions compared to incumbents [1] - Recent data indicates an acceleration in new merchant acquisition for Adyen, reinforcing the positive growth outlook [1] Group 2 - The investment approach focuses on identifying undervalued companies with long-term growth potential, emphasizing a blend of value investing principles [1] - The strategy involves purchasing quality companies at a discount to their intrinsic value and holding them for long-term earnings and shareholder returns [1]