TOST
2 tracked calls · 2 long · 0 short
first called by Invest Like the Best 7mo ago
LONG6mo ago
“when you have financial or money moving through you. I think that's another way to be sticky... like for example Toast, have payments going through them.”Invest Like the Best
Toast is sticky via free-but-costly-to-return hardware plus payments flowing through it.
TOSTLONG@ $32.28
$33.04+2.36%
since call Jan 29
peak +3.7%
LONGPOSITION7mo ago
“Among our largest positions in the public markets are DoorDash, Affirm, Toast. We led those last private rounds, right?”Invest Like the Best
Toast is a durable holding that successfully made the transition to profitability and discipline.
TOSTLONG@ $35.22
$33.04-6.19%
since call Dec 16