Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 3 entries · 2 publications

TOST

Toast

Entries
3
Bullish
0
Bearish
0
First
May 13, 2026
Latest
Oct 5, 2026

▲ 0 bullish ▼ 0 bearish · 3 no stance

No entry states a stance.

Jan 25 – Oct 26 · per month

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Timeline

Newest to oldest
  1. October 2026 1 entry

    Substack · Michael | Stock Spotlight

    Building A Quality Growth Portfolio (with Will Biddy)

    How two investors define business quality, balance growth with valuation and manage positions, using $TOST and $ISRG as case studies.

    TOSTISRG2,181 words

    Since publication TOST +7.0% α +8.2 pp vs S&P 500 · USD

  2. August 2026 1 entry

    Substack · Michael | Stock Spotlight

    Building a Gross Profit Forecast Model for Toast

    A practical framework for forecasting gross profit, testing the key drivers and thinking about valuation.

    TOST1,634 words

    Since publication −5.8% α −5.6 pp vs S&P 500 · USD

  3. May 2026 1 entry

    Substack · Atlas Capital Research · Joseph

    Market Memo 05/13/2026

    CPI Data, Toast, and Rocket Earnings

    TOST634 words

    Since publication +43.9% α +40.8 pp vs S&P 500 · USD

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.