Core Insights - Cass Information Systems operates in the US financial services market with a focus on payments servicing and banking services, particularly in transport, logistics, and energy invoice processing [1] Group 1: Company Overview - Cass Information Systems is a unique player in the financial services sector, specializing in two main activity directions: payments servicing and banking services [1] - The company primarily provides effective invoice processing solutions for industries such as transport, logistics, and energy [1] Group 2: Investment Strategy - The investment strategy discussed emphasizes uncovering high-upside opportunities in overlooked sectors, particularly small-caps, energy, commodities, and special situations [1] - The approach is rooted in the CAN SLIM framework, focusing on fundamental momentum indicators like EPS, ROE, and revenue, along with price-volume confirmation and macro filters [1] - Econometric tools such as GARCH and Granger causality are utilized to assess risk, volatility, and the influence of macro data on market cycles [1]