Reddit Posts
Tracked my buys this year. Am I setting up for underperformance?
Pre-Market Gainers and Losers for Today (May 8, 2026) 📈 📉
Moving on from LION - NCR Voyix VYX - Next Long Play
My one, of two SaaS recovery bets - TOST, a restaurant tech leader
Short portfolio analysis with positions
$SAGT - Hidden Gem in SaaS, AI, and Robotics
$4000 gains overnight on $DELL, $U, $META, $TOST, $TSLA, $CSX
Toast Stock’s Weekly Retail Buzz Soars On Raised 2025 View: Retail’s Extremely Bullish
Toast Inc (TOST) Reports Strong Growth in Q3 2023 with a 40% Increase in ARR, down 16% today on week forecast
Retirement Planning's-3 stocks could help power your investment portfolio and make you wealthier by retirement.
Is their some good bargain plays in tech at this time
I see a way to make some bread off of Toast Inc. ($TOST).
Why Toast ($TOST) stock soared this week
Is a surprise coming for Toast ($TOST) this earnings season?
What you can learn from Toast, Inc. ($TOST)
How Toast Inc. ($TOST) is revolutionizing the restaurant industry with digital technology
Toast Inc. ($TOST) receives an average rating of "Hold" from brokers.
Where does Wall Street think Toast Inc. ($TOST) stock will go?
Shift4 ($FOUR) stock plunges on short seller Blue Orca's report.
Toast ($TOST) launches a digital technology platform for hospitality businesses in Ireland.
Sumitomo Mitsui Trust Holdings Inc. increases its holdings in Toast Inc. ($TOST), investing in the future of restaurant technology.
POS systems for small business market R&D, including top key players Square ($SQ), Lightspeed ($LSPD), Toast Inc. ($TOST).
Toast Inc. ($TOST) stock initiated by Deutsche Bank analyst, price target now $20
Toast Inc. ($TOST) is currently -6.83 below its 200 period moving average. What does this mean?
"Toast’s ($TOST) potential for growth despite a low earnings forecast: DA Davidson reissues a buy rating. "
Maryland State Retirement and Pension System invests in innovative restaurant technology company Toast, Inc.($TOST)
Toast, Inc. ($TOST) shares bought by Bank Julius Baer & Co. Ltd., Zurich
Toast, Inc. ($TOST) shares purchased by bank of New York Mellon Corp
Shift4 ($FOUR) growth rides international expansion, next-gen payment system
Assessing Toast, Inc’s ($TOST) viability to hold or not to hold?
Diversified Trust Co. purchases 24,730 shares of Toast, Inc. ($TOST).
Exane BNP Paribas initiates coverage of Toast Inc. (TOST) with a neutral recommendation.
JVL Associates llc sells 13,272 shares of Toast ($TOST), Inc.
Toast ($TOST) shareholders have endured a 11% loss from investing in the stock a year ago.
Toast Shows Improved Relative Strength; Still Shy Of Benchmark
10,000 Shares in Toast, Inc. Acquired by Marathon Capital Management
Why Toast Stock Dropped 15% in February
Canada Pension Plan Investment Board Purchases 87,300 Shares of Toast, Inc.
Shift4 Earnings Top Estimates; Guidance Above Views
The 5 Best Stock Trade Ideas for this Week
TOST Stock: 17.81% Decrease This Week Explanation
Is a Surprise Coming for Toast (TOST) This Earnings Season?
Toast (TOST) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Toast Stock Jumps After Company Teams Up With Google: What's Going On? - Toast (NYSE:TOST)
Edmond DE Rothschild Holding S.A. Raises Stock Holdings in Toast, Inc. (NYSE:TOST)
Toast, Inc. is acquired by First Republic Investment Management Inc. (NYSE:TOST)
Toast Announces Release Date Of Fourth Quarter and Full Year 2022 Financial Results
Truist Financial Corp. purchased 26,742 shares of Toast, Inc.
Research Analysts Set Expectations for Toast, Inc.'s FY2022 Earnings
Toast Inc (TOST) has gained 17.22% in a Week, Should You Sell?
Toast Inc (TOST) has gained 17.22% in a Week, Should You Sell?
Block's Volume Comparison Reflected Market Share Loss Versus Toast, Clover And Fiserv, Analyst Says
Piper Sandler has reduced Toast (NYSE:TOST) PT to $22.00.
Piper Sandler has reduced Toast (NYSE:TOST) PT to $22.00.
The Goldman Sachs Group Cuts Toast (NYSE:TOST) Price Target to $19.00
Quick useful tip on an easy way to find a companies intrinsic value (from managements POV)
The bull market was a good thing, not in the way you think though.
Let's get this bread! Why I think you should buy TOST
What's going on with $TALK and $TOST????
TOAST (TOST) - What is going on with this thing? 64 million additional shares dilution?
Mentions
When there was a lot of hype on TOST a couple of years ago, I looked at them but my decision was made simple by asking the local restaurants (chains and local places) I frequent - what system they were using? The answers were all over the place. You should ask similar questions before investing.
From what I'm seeing on Seeking Alpha the recent consensus from analysts is bullish for TOST. Momentum and Valuation don't look great according to the Quant rating. Personally I'd want a catalyst to justify jumping in. You're looking for a reversal and currently betting against the current bearish trend over the last year or so I agree with your 22 support level. If it doesn't hold, time to bounce. A tight stop loss will be key to the trade. It may hold 20 as a psychological support level. The resistance i see is: $26.00 — immediate resistance $26.68 — long-term moving average $30.10–$31.25 — trendline resistance zone $38–$40 — major supply zone (rejected price multiple times in 2024–25) $49.66 — 52-week high This lines up with your analysis. Best of luck
I've worked in restaurant SaaS for the past 5 years and our company works alongside many POS systems, including Toast, so I have quite a bit of exposure to them. Seems like they've easily taken over the SMB market from Square, Clover, Lightspeed, etc. and now have been having quite a bit of success in the Enterprise space. Successful expansion into Canada and more recently in Australia should help them globalize a bit. UK expansion has been tough as it is an extremely competitive and difficult market. I'm long TOST. Seeing how they stack up against their competitors, it's a no brainer for me!
Im going in with 5k$ as a start but i wanted to hear people thoughts and analysis on this if anyone has done one for TOST just to increase my confidence level
Sold a bunch of $24 TOST covered calls for Friday. My port will be at all time highs if called away, but I think I'm going to regret it
Going to be rich or poor. Full ported retirement account into TOST shares.
Premarket TOST doesn't inspire confidence. Probably shouldn't have full ported this stock
Can confirm. Bought TOST last week for 23,99. Am dead.
I think he's trying to subtly tell us TOST is a buy
Pushed all my chips in and went full port into TOST today. 10,300 shares. Hopefully I don't regret it!
Had half my port in TRI, sold on the pop, bought TOST and watched it fade the rest of the day as TRI continued to climb
Tanks for nothing, TOST
TOST is tanking me
22,000+ TOST 5/22 $21.50 put options seems excessive. I have some calls, but it seems a big player is betting against me :/
22,000+ TOST 5/22 $21.50 put options seems excessive. I have some calls, but it seems a big player is betting against me :/
What happened to TOST? Stock got destroyed this year
TOST is back at its 52-week low. Why must you taunt me!?
SaaSapocalypse is neverending! NOW, TOST, CRM, SHOP
TOST myself some short calls ahead of Thursday earnings.
Do you feel it is an impossible turnaround story? Or they wanted to build this up from the Ashes to also sell off? Especially considering that it's so depressed in value at the moment. The financials are not terrible as it continues to break fully away from it's past. There is still plenty of competition in the space so I don't see TOST being out of picture as far as a monopoly concern goes.
I’m an ex-employee of VYX TOST will never buy VYX as it’ll be blocked as a monopolistic move, but TOST absolutely kills VYX in the SMB market. Only area that VYX wins is in the enterprise customers (Starbucks, Walmart, Target, etc.) on the SCO business that TOST doesn’t have. Also the leadership and decisions being made over there are abysmal and I left because of them. Before the split Atleos was the cash cow that kept the now Voyix side afloat. They split because no one would by the company when they were together because Voyix is the parasite that ate all the profits and generated next to nothing. They are consistently losing their enterprise customers to the customers building their own solutions. So I don’t think anyone would buy them since their product cannot sell itself and only wins in one area, which TOST doesn’t care about.
Could be something with the K shaped economy. No one knows where you live, so it's hard to draw anything from that. Could also just be a proximity bias. We still see things like TOST, which is a huge restaurants POS system putting up solid numbers, meaning restaurants are buying their product. Also record levels for things like travel.
Yes I know it's long, but based on the Redditors feedback I started putting TLDR as first sentence at the top. I wrote this analysis based on the feedback from my previous posts on the SaaS winners and this name came up a lot. My personal SaaS bets are: TOST, a vertically integrated restaurant tech leader and DOCS, a HIPAA compliant administrative workflow support capturing 85% of physicians and 20/20 top hospitals
I sold TOST recently because I didn't want to be caught up in wondering if it would be affected much more by the AI fears. Im going to keep looking at it and see what the prevailing thought is for the next few months.
Lmao you can't even see my comments. But hey, here's one from this morning >[MitchCurry](https://www.reddit.com/user/MitchCurry/) •[2h ago](https://www.reddit.com/r/stocks/comments/1sflk9i/comment/of6txw6/) > Top 1% Commenter >Just added 11% more shares to my NOW position and 16% more to my VEEV position. Here's one from two weeks ago > [MitchCurry](https://www.reddit.com/user/MitchCurry/) •[13d ago](https://www.reddit.com/r/stocks/comments/1s4zbj2/comment/octmxoo/) > Top 1% Commenter >Just added to MELI (3% more shares), NOW (29%), NU (9%), UBER (36%), TOST (20%), AVDV (8%), AVUV (2%), QQQ (2%), and VOO (2%). Ooooh, I'm so bearish.
Nonsense. After a 10-20% selloff there are deals everywhere I look. MSFT, META, ELF, TOST, GOOG, NVDA, HD, DIS... I mean, just a quick few
Can we please push TOST and CIRC upwards
That’s def one of them. It’s their way to try to get into the service fee side similar to like Uber Eats/doordash etc. TOST implemented a $1 extra service fee for every transaction 3-4 years ago. It was highly unpopular and was quickly reverted 3 weeks later and it resulted in the previous ceo getting voted out for implementing something so brash/hurt the business.
i feel you on TOST, it's def a solid play if you're betting on the restaurant recovery. the whole integration thing is a game changer, too – once they’re in, it's like getting them out of a sticky relationship, lol. with everything going online and the focus on efficiency, they got a unique edge. but yeah, the recession risk is real... you think they’ll keep growing even if consumer spending dips? it's a tough call for sure.
General economic shittiness would be bearish, but labor shortage is potentially bullish for TOST adoption among the restaurants that survive. The vertical integration and handling inventory, doordash/uber eats stuff means each employee is more productive and you can get away with fewer of them, or an owner-operator can spend more time taking actual shifts as opposed to managing them. I only have a couple shares right now to keep tabs on it as high oil prices are definitely going to hit restaurants hard if they last more than a month or two, but whenever sector headwinds start to clear up my bet is definitely on TOST over other POS, at least as it stands at the moment.
The time to buy TOST has long since passed. They were a good play right before they went into the black. Eg late in 2023 around $15 to $20/share. Now it trades at P/E 51 (!) SquareUp (Block): XYZ trades at P/E 28. The core part of that business is payment processing. Owners make the decisions about which platform to use and owners understand what the pay for processing much better than barriers to exit / switching. A dicey time to play restaurant POS stocks. I sold TOST in 2024 and bought MO. If they can get a product on track to compete with Zyn their stock will go even higher. If not, it stays in a slow climb while paying 8% divs
I think general Reddit consensus is to not get involved in TOST, which means one should definitely get involved! I've always found success doing exactly the opposite of what Reddit tells me to do
Adding 100k to 15.7 million is a less than 1% growth rate. The National Restaurant Association also reports that 42% of restaurants were unprofitable last year. Like I said, I think TOST has gains to be made, but I think their customer base will be shrinking.
Debts at an all time high for consumers and labor/material costs are through the roof if you want to build anything right now. And you said January looked “good”? Haven’t 1000 terrible events and even higher inflation locked in since then? January feels like we were still living in a different world. I don’t think many people will be expanding into the TOST network this year it’ll almost certainly condense
Check the news from the last six months on mom and pop restaurant closures and struggles. TOST may find ways to recover because it's down a lot on broader SaaS narrative, but their customer base is in decline and the forecast ahead is not great. Check the chart on EATZ (restaurant sector ETF).
Some more support evidence for TOST valuation https://preview.redd.it/zor9uqttgmpg1.png?width=1482&format=png&auto=webp&s=599bc816c76be70aec0fcad76b4d8bae39bcbee4
The biggest bear case for you to keep in mind for TOST is that due to the structural nature of the business, their clientele and revenue come from a high-risk business: restauraunts who have a 5 year survival rate of just above 50%. What this means in reality is Toast must always be relentlessly focusing on marketiing, sales and distribution. If they slow down in that area, simply due to the nature of the business they're in, they will start to hurt and go down, not because the product is faulty. In other words, if you believe the economy will have macro tailwinds for the US and the consumer will have more spending power, then its a bull story for Toast. If not, then its not https://preview.redd.it/r29mtxn3bfpg1.png?width=3258&format=png&auto=webp&s=35cc552890fa9782e1c32e2d62c0a64ec97aa61e
another TOST holder. great company and growth story, but now i'm in bag territory given their horrendous last 3-4 months of price action. price seems to have diverged quite a bit from what i believe the fundamental value is but they have no publicity outside of being a mid-tier SaaS/payments player so just falling with the market for the foreseeable future. need some catalyst, surprisingly strong earnings or a loud acquisition, to bring life back into this one.
I'm a software engineer and I'm reasonably familiar with AI methods (not a researcher though). I cautiously bought a couple of software companies in late February (NOW, HUBS, INTU, TOST, CRM, WDAY). I think it's important to recognise the different ways in which software companies can be affected by AI. Some companies, such as Adobe, are in direct competition with AI. If a marketing organisation generates adverts using AI, they don't use Adobe Creative Suite for that work. On the other hand I believe that AI supported accounting, sales, inventory management, ERP, etc, will mostly get built on top of existing software and services. Companies have a lot of proprietary data in those SaaS databases. Contrary to images, videos and source code, there isn't a whole lot of public data available on which to train an ERP AI. Some SaaS companies could actually be beneficiaries of AI. I think one reason why SaaS was sold off so aggressively is the idea that software will be far cheaper to make and therefore companies like Salesforce or Intuit will face stiff low cost competition. Thi is true to some degree. But established software companies benefit from reduced development costs as well and they have all the other advantages of entrenched encumbants. And then there is the per seat subscription model. Fewer white collar workers means fewer seats and fewer licenses sold. SaaS companies will need to charge for different units of work and this could cause some difficulties at least temporarily. There's a wildcard in all of this. Some software categories could simply cease to exist because the whole business process they support may cease to exist. This is something that has to be considered on a case by case and industry by industry basis. So I think the sell-off is somewhat overdone in the short term, but a lot of software companies are coming down from very high valuations. I wouldn't be surprised if we get even better opportunities to buy some of those stocks in the future, especially if the whole market eventually corrects.
I’m trying to hold onto $TOST but this shitshow just keeps getting worse
I bought into the software slump last week (NOW, HUBS, INTU, TOST, CRM, WDAY). My thinking is that in many cases AI will build on top of existing SaaS products rather than replacing them. It will also need to be trained on non-public data that's locked in existing databases belonging to those SaaS offerings. But this reasoning is not true for all software. Some types of software (such as WIX, ADBE, FIG) are in direct competition with AI for a large share of users and a lot of AI training data is publicly available. It's absolutely possible that you are right that many users will prefer a visual site builder to AI. But many others will not. That can't be good for Wix's growth prospects unless they manage to pivot to something that benefits from AI. On the flip side, Wix is not expensive. Price/sales is just 2.62 according to Yahoo. PEG is 0.5. They clearly have a capable team. So who knows. Maybe it's worth a bet. But I think it's a bet on the people rather than the product. It's a bet on a turnaround story.
Nice to see some software catch a bounce. NOW, TOITF, MAHN, BSY, TOST on some nice little runs. Not a big biomedical guy, but digging into CPRX. Doing some trimming and this looking really interesting here. Also have a 200M buyback, not too bad.
I’d recommend TOST, VEEV or DOCS for a more protected SaaS play. They hit and check off: regulatory moat, network effects, high switching costs and distribution all while sitting on net cash I own Toast and Docs and bought them both at <$25 Any SaaS needs to be scrutinized as the issue is not today’s earnings but future. We don’t know if they’ll exist tomorrow
I thought I heard Josh Brown mention a TOST like software stock for electricians & other blue collar type folks like me. I'm buying $TOST but if you know software stocks like that where I'm not trusting AI cause it's a bother & I'm working 70 hours/week let me know.
TY. $TOST looks interesting. I've decided that maybe I shouldn't mock the tech investors for not diversifying if I don't listen to my own words and BTD. Many have mentioned I'm too bullish on $CAT and $DE. And looking at the charts i cut my $CAT position in half. Taxes are gonna hurt : )
If you are looking like true, EXLS still remains a really great company at a cheap price. For more GARPy levels, I think TOST is great. Trailing numbers are high, but PEG is responsible because they are actually profitable now and growing FCF. Last two quarters FCF growth was 32% and 57%. Insider ownership is like 18% and basically like no debt, technically 20M.
Some software NVDA, AVGO, TOST Probably PYPL Maybe LYFT and UBER but that's iffy because of Waymo.
Not too concerned about Iran for now. We'll bomb them, they'll lob some missiles at us and Isreal which will mostly be shot down or land and explode without significant injury or damage. Overall market won't be too affected. Concern with Iran is if they can sink a navy vessel and we see significant loss of life there or if there is some kind of dirty bomb or terrorist attack on US soil that we link to them. Then overall market can get hit. An air war only with one bombing strike, cruise missile, and drone strike after another can last for weeks and not hurt the overall market. I'm not confident about the overall market in the near future for other reasons: \-after 3-4 months of concern private credit is now starting to show real cracks and these could hit big banks (especially JPM, C) \-big tech crashing after earnings no matter how good the earnings are looks like a sentiment shift to the negative to me. \-reverse momentum; similar to the sentiment shift mentioned above: \---Momentum trading has been a profitable trade the last few years. We saw stocks across a variety of industries like IREN, RKLB, TOST, PLTR and many others, rise 60, 100, even 200% as momentum trades. Once they start going up othesr jump on board and they keep climbing. \---That can happen in reverse. Once people start selling others start to sell and the stocks sink and keep sinking.
It's too bad TOST has been taking a shit the last 6 months, down something like 36%
TOST bodying its fintech rivals
Interesting bounce back from TOST.
Really glad I didn't touch TOST today!
Immediate market reactions for my 3 companies reporting is 2 good (PCOR, BROS) and 1 bad (TOST). I need the 10-K to get a better feel but BROS 2025 feels particularly strong.
Buying the TOST dip in the morning
TOST earnings pretty good... better sell the fuck out of it
TOST down, COIN down, PINS down in the after market.
Yep, same with TOST, ROKU, TLWO, DXCM, ANET and AMAT. Bought at the bottom
$TOST is a SAAS company at its core and AI fear has most definitely negatively impacted their business and will continue to do so. I am not arguing whether ai fear is justified, I am simply observing that the market is irrational and that in the short term at least AI fears has plummeted SAAS company stocks after earnings.
Lol well that’s my point. TOST is going down after earnings. ??? what y tryna argue? U on WSB weekly earnings thread? Sound like u should try value investing
Unfortunately there’s no way to know when exactly the software selloff will chill out and investors will realize that companies like NOW and TOST don’t face the same existential threat as APP, CRM, etc. TOST could crush earnings today and still go down. That’s not the point
lol how about u just load up on some $TOST calls if u r that confident?
Anyone doing $TOST puts? Restaurant business has been weak (ie. Chipotle) which def will impact TOSTS revenue. AI fear also negatively impacts business. And to top it off, insiders have been SELLING like crazy
Moves today: ANET/AMAT/FROG/TOST/TWLO/ROKU/BROS, also adding more MU shares
Debating a big wager on TOST earnings
How do people feel about TOST currently? Is it worth scooping at the current price?
Me: META, GOOG, NFLX, HOOD, RDDT, maybe AMZN. Also I'm thinking software. No way can AI just spin up a CRM used by multinational companies. The hosting, upgrades, backup, security, integration, support, training, etc. No fucking way. NOW, SNOW, TOST, etc etc
20 percent of my entire port is in 4 stocks NOW NFLX TOST PCG they all seemed to have bottomed out this past week and have started their recovery waiting to see if crypto crash tanks market but looking to double down on all of these by friday PCG is a sleeper that has been beaten down for like 2 years since wildfires ive been bag holding but todays gain is prob the largest ive seen since ive owned it
GOOG, META, AMZN, NOW, SHOP, NVDA, PLTR, AMD, NET, TOST, GLW... just grabbed them all
u/_hiddenscout You jumping into TOST yet?
so all macro, nothing fundamental here. It's actually kind of an opportunity for anybody who wants to buy software stocks that has an obvious moat (e.g spotify, TOST etc...)
software stocks back on the menu NOW TOST ADBE
I own TOST. Don't care about sentiment. I care about the underlying business. If it keeps performing well, any macro stuff dragging it down will eventually fall by the wayside. I don't need the money for another 9ish years so that's why it's easy for me to dismiss short-term things impacting the stock price.
For anyone in payments stocks (TOST, XYZ, FISV, FOUR, PYPL), what do you think it would take to change the sentiment at this point? Feels like it’s been super low since summer of last year. MA just had solid earnings which makes me slightly optimistic
anybody follow TOST ?
Who got into $TOST?
Yeah, that's why I find it so interesting too. Restaurant software is expensive. Went I worked at a place, we use Aloha. They provided the touch screens, which where about 100,000k each. TOST does the smaller terminals, they do the online ordering, and probably offer analytics and statistics. Like labor cost is huge for restaurants, so when you are managing, you need to constantly check to see what your cost is and to cut employees. I know the vibe coding thing is big, but i'm waiting for the big story about something vibe coded and then a huge security issue.
This is the trouble with the vibe coding kills SaaS debate. I'm sure the bear case right now is that restaurant owners will code their own OS and be able to customize it. Will they though? The argument for TOST, or CSU, or any of the like is basically that software is so cheap that there really isn't financial incentive to get a new OS. TOST has the nice addition of making itself a network. If you are a customer, they make ordering really easy at a lot of restaurants. That's a pretty sticky service that you can't just vibe code. It actually increases your potential customer base. Those are the moats worth looking at for SaaS, at least in my opinion.
Yeah, they are one of those companies that IPOEd as non profitable, but have become profitable and everything is improving. [https://quickfs.net/company/TOST:US](https://quickfs.net/company/TOST:US) Like last two quarters, ROIC is solid, high gross margins and operating margins. Really good FCF growth too: [https://stockanalysis.com/stocks/tost/financials/cash-flow-statement/](https://stockanalysis.com/stocks/tost/financials/cash-flow-statement/)
I am. First bought in Aug 2024 at \~$23.50/sh. I added 10% more shares in Mar 2025 at \~$36.00/sh. Overall still up \~34%. When a position is full for me, which TOST is, I only add very opportunistically. For TOST, I'd currently add more under the somewhat arbitrary number of $30.
Anyone in here in TOST? Keep watching it fall and wonder at what point it becomes a great buy. Valuation isn't bad and seems like they have pretty good market share in restaurants. Just feel like I get burnt with some of the payment names and biomedical.
Still thinking about that guy who bought TOST 1/16 36Cs at $1.88 seconds before they dropped to $.84. It was me, I'm that guy
Long ETSY, TOST leaps
TOST is the only fully vertical OS system taking over the restaurant industry quickly and quietly. Still widely misunderstood as just another POS/payments provider by investors and even some of TOSTs analysts, it’s shockingly undervalued. Having only reached GAAP profitability about a year ago it doesn’t screen well, but it’s nearing an inflection point. Without a proper re-valuation it would be trading at a PE in the low 20s by mid year this year - drastically lower than the current reported and misleading PE of 77. No debt and rapidly increasing margin/FCF. Net retention 110% (which doesn’t exclude closures) in an industry where business failure rate is so high means voluntary switching away from TOST is virtually non-existent. ‘Competitors’ are scrambling to look less like commodity POS they are and more like TOST - Clover (Fiserv) and Shift4 have both recently allocated major capital to risky acquisitions meant to try and offer more of a vertical solution resembling something more like TOST and Block entered into a clunky/complex partnership with Sysco recently for the same purpose. High growth, wonderful compounder quickly being recognized within an industry as the backbone you can’t live without (literally for many restaurants). And all of this without a mention of recent beginnings of international expansion and entry in to new industry markets. #TOST is best value you could possibly find out there - for the moment.
Why won't my smooth brain let me figure out how to profit from $TOST decoupling from its Fintech buddies
Shorting TOST. The stupid fucking company that makes people think they deserve tips for putting boba in a cup lol.
AMZN is my high conviction, TOST is my underappreciated turnaround, ZBRA is my cyclical/Robotic/AI/manufacturing play, and MPTI is my Space/Satellite multibagger moonshot
Thanks - good advice. It wasn't planned - and the future of TOST is still up in the air - but I mentioned it because it tracks... I had done my time in the restaurant industry - just teens/20somthing waiter/bartender/back-house/assistant GM stuff but enough time that I felt I grasped the proposition. Not that my limited 'informal focus group' means much -- but I had been tracking TOST for a bit pre/right after it's IPO and just happened to be in NYC for work. Had dinner and drinks and with him and 6-7 other restaurant types (owners and GMs) and the subject of POS systems came up for a gal opening a new place. It was kind of amusing -- people at the table were apologizing for "shop talk" (I was the outsider) but selfishly, I felt like I was hitting the jackpot: Please, please continue. This is potential user/buyer/customer discussion people would pay good money for :-) It's an investment - not a charity or a thumbs up - so just liking a product isn't enough.... But you're right. Based on the ad hoc focus group - I tracked... and read the 10-Qs... and then bought in. I do like WF -- but I think I'll hold off and look for some growth props. They're expanding - let's see some returns as they edge into other areas. They're looking to get into some lending areas (mortgages, but more) -- and I think that's where I'll be watching below the pure bottom lines. Appreciate the perspective!
If TOST is up, and my portfolio is toast, am I up?
TOST get in before 40