Is Toast A Great Buy? Is Toast Undervalued? (TOST Stock Analysis)

In this video analysis, I cover Toast (#Toast #TOST stock) and explain why the leading position of this company in the restaurant business may make Toast undervalued. I explain the pros and cons of the restaurant industry, and what I like / dislike about the company Point Of Sale Payment Terminal ERP system for small and medium sized restaurants in the USA.

As always, this video is NOT investment advice, and none of the contents should be construed as such. I do not make short-term or long-term price predictions for any stock investment, and all words spoken in this video are for entertainment purposes ONLY .

[stevenbuchholz]

Long-term investor bought the IPO. Use their equipment at my café for three years. Good stuff.

[RedFirefly]

Thanks for reviewing TOST.
I decided to buy it and invest for the long term. TOST and SQ are are ones I see the most in my area. I’m in Los Angeles.

[markcares]

Thanks. I have just been looking into investing in it.

[derrickhensley]

does this take significant marketshare from SQ?

[AA-xygi]

This analysis was wrong on elementary levels- for example, BTD says gross mgns are low because of hardware which is not correct - it's mainly because of pass thru cost of credit card transactions. They hold back abt 2.5% (counts as revenue) but only keep 0.5% hence 20% GM for payments processing which is more than half the revenue. Their SaaS revenue is over 60% GM. He fails to talk abt what differentiates toast from others which is the quality and depth of their SaaS solution and more importantly how the ARPU is growing in this space at mid to high single digit on top of number of locations. Current SaaS run rate is $520M annually. BTD I have been a fan but wondering if you're putting out stuff without proper research

[Sanjeev_Radhakrishnan]

Do you have an email to reach out about professional inquiries?

[annmarielamb]

I hope I am nit biased to influence others to do what i did .... but 5 days ago I sold out of toast and took the koss of appx $1300. And i loved toast in theorg.... was in it for 5 months. It was in my secondary high level category... not top level. I could not believe some of the recent things i saw about it. there is a good chance they missed the opp to grow... they really needed to expand out of the restaurant guess who is now moving into restaurant biz.... Shift 4. look at shift 4 stock chart....up, up, up, up....then look at toast stock chart.... down, down, down. this so reminded me of the rover chart vs wag chart. guess who was winner? look at how fast shift 4 is growing. look the loss on toast. hooe i am wrong for the biz sake. and, yes, the tip thing is ugly.