Aug. 23 at 8:42 AM
$TOST Hi everyone. I've listened to a deepdive on Toast during a walk yesterday. I think it's a great vertical SaaS company which is founderled. In short, I've a heard a lot good things but the stockprice seems to be on the expensive side right now. There could be some discussion on what the TAM is. There are competitors of which I find it hard to asses if they will be a threat or not. How much room for growth is there especially since it works great in the American market but apparently not so well internationally.
What is your take on it? I get the bull case but I'd like to here some realistic opinions on Toast and it's growth opportunities or rather limitations. Thanks in advance
