Show notes
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 SpotifyCompanies discussed: TOST, SHOP, LRCXHost: Ricky MulveyGuests: Tim Beyers, Mary Long, Asit SharmaEngineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices