Toast: Shaping Up Into A Real Winner

Jonathan Wheeler
3.8K Followers
(9min)

Summary

  • Toast is a speculative stock bridging cloud software and fintech payment solutions, carving out a niche in the restaurant industry.
  • The company maintains low attrition rates, showcasing product stickiness and upsell opportunities, with success stories from customers improving operations.
  • Although difficult to value, the market opportunity is immense and Toast continues to execute. It's a buy for me today.

People dining outside restaurants and bars at dusk in Catania

Gary Yeowell/DigitalVision via Getty Images

I've written about Toast (NYSE:TOST) a few times as one of my favorite speculative stocks to cover. The company bridges the gap between cloud software and fintech payment solutions, while slowly but surely chugging towards

This article was written by

3.8K Followers
My goal is to highlight the highest quality companies in the market, value or growth. I buy with a long-term time horizon, and am typically looking for companies with strong competitive advantages, solid management, and a history of creating shareholder value.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of TOST either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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