Asit Sharma

That they could become Intel at some point.

I actually prefer to invest in the restaurants themselves, Emily.

There are a few companies that have become very prominent in the public markets.

Toast is a great example, symbol T-O-S-T.

In this space, Toast provides a point-of-sale system, so it has a front-end

They take the payment.

They also use that as an ordering device.

But that's tied to a really good backend system, which gives restaurants a lot of visibility into the ordering and gives them a lot of other functions they can use that's optimized for the restaurant business.

But outside of Toast,

I don't like many other pure players in this space.

Then on the automation side, many of those companies that are starting to work with restaurant chains are privately held.

I don't see a lot of great options for investing.

Now, Shopify, symbol SHOP, is an interesting side door to this because they actually have a point-of-sale system for restaurants.

optimized solely for restaurants, but they have a huge app store.

There are many businesses which have been very successful on the Shopify platform.

Now, just quickly getting to businesses that I like, what's the investment case?

Look at Kava, symbol C-A-V-A.

They have

two big distribution kitchens.

You can call them giant kitchens, which are full of tech.