Toast, Inc. (TOST): A Bull Case Theory 

We came across a bullish thesis on Toast, Inc. on The Cash Flow Compounder’s Substack. In this article, we will summarize the bulls’ thesis on TOST. Toast, Inc.'s share was trading at $36.20 as of January 12th. TOST’s trailing and forward P/E were 82.27 and 28.74 respectively according to Yahoo Finance.

Toast, Inc. operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally. TOST is emerging as a high-conviction compounder within the restaurant technology space, transforming fragmented systems into...