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Posted by
Two Blokes Jul 29 -
Filed in
Stock
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3 views
Toast's operational momentum and improving unit economics are underestimated by investors focused on near-term valuation multiples. The company's flywheel sales strategy and expanding TAM create a growing moat, with payback periods dropping and referrals rising. A Monte Carlo simulation of 10,000 scenarios yields a mean intrinsic value of $54.22, supporting a Buy rating with limited downside risk.
