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Two Growth Stories
Manage episode 433169201 series 2500334
Wall Street may be missing something about Toast.
(00:21) Ricky Mulvey and Tim Beyers discuss:
- Toast’s quarter, and move into convenience stores.
- Shopify’s impressive profitability.
- What could put a damper on the e-commerce platform’s growth story.
Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.
Epic members: Here's where you can access Epic Opportunities and link your premium Motley Fool account with your Spotify account.
And here's the show's home on Spotify
Companies discussed: TOST, SHOP, LRCX
Host: Ricky Mulvey
Guests: Tim Beyers, Mary Long, Asit Sharma
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
1636 episode
Manage episode 433169201 series 2500334
Wall Street may be missing something about Toast.
(00:21) Ricky Mulvey and Tim Beyers discuss:
- Toast’s quarter, and move into convenience stores.
- Shopify’s impressive profitability.
- What could put a damper on the e-commerce platform’s growth story.
Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.
Epic members: Here's where you can access Epic Opportunities and link your premium Motley Fool account with your Spotify account.
And here's the show's home on Spotify
Companies discussed: TOST, SHOP, LRCX
Host: Ricky Mulvey
Guests: Tim Beyers, Mary Long, Asit Sharma
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
1636 episode
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