Jul. 7 at 4:28 PM
My newest deep dive is live:
Toast: Becoming the Operating System for Restaurants
$TOST is building far more than a payment system. I break down the full platform, growth opportunity, competitive advantages, and risks.
https://open.substack.com/pub/ashtoninvests/p/toast-deep-dive-becoming-the-operating?r=4hxpzl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true