- Entry
- $30.50
- Now
- $30.38 -0.4%
- Target
- —
- Score
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Putting some visibility on this, been in this for about a month. Listened to a podcast ([Podcast episode link](https://open.spotify.com/episode/0Kw8wqrb6YmjaNIhEvQXA9?si=a8a52e5f7207463b)) talking about Toast (primarily POS solutions provider for restaurants), and its absolutely stupid how flawed the SaaSpocalypse-related "analysis" is compared to it's current situation. TOST/Toast is: \- Currently growing revenue 20% YoY \- Segueing into other unaddressed business segments needing POS sale services (grocery, gas stations, etc) \-Differentiated by a dedicated ruggedized hardware system for POS (NOT just an iPad, which …
— ORIGINAL POST ·
Toast (TOST) Is stupid undervalued based on its current trajectory/moat IMO
· r/ValueInvesting
· Jun 21, 2026