Episode Details

Wall Street may be missing something about Toast.

(00:21) Ricky Mulvey and Tim Beyers discuss:

- Toast’s quarter, and move into convenience stores.

- Shopify’s impressive profitability.

- What could put a damper on the e-commerce platform’s growth story.

Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.

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Companies discussed: TOST, SHOP, LRCX

Host: Ricky Mulvey

Guests: Tim Beyers, Mary Long, Asit Sharma

Engineers: Dan Boyd

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