Motley Fool Money

What’s Cooking at Toast

12 snips
Feb 20, 2025
Tim Beyers, an investment analyst at The Motley Fool with a focus on restaurant tech, and Kirsten Guerra, a gamer expert specializing in Roblox, join the discussion. They dive into Toast's impressive year-over-year growth and its innovative point-of-sale systems boosting restaurant revenue. Tim explains why Toast's stock is undervalued, while Kirsten addresses Roblox's position against competitors and user safety concerns. Additionally, they explore Microsoft's advances in quantum computing and its implications for the tech industry.
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INSIGHT

Strong and Steady Growth

  • Despite a strong performance with 29% year-over-year revenue growth, Toast's stock dipped slightly.
  • This was likely due to a lower-than-expected earnings per share, which Tim Beyers doesn't find concerning.
ANECDOTE

Testimonial

  • A testimonial from Rock and Ramen owner Wayne Carrington highlights Toast's impact.
  • He claims a 15% increase in average check size, attributing $120,000 in additional annual revenue to Toast.
INSIGHT

New State of Matter

  • Microsoft researchers are developing a chip based on a "topological superconductor," a new state of matter.
  • This could be the foundation for quantum computing.
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