项目核心概念 - 该项目名为"The Undercovered Dozen"，旨在筛选并突出展示十二个可操作的投资标的，这些标的在网站上的关注度相对较低 [1] - 投资标的范围广泛，可从看似平淡的大型股到有潜力的小型股 [1] - 筛选标准包括：公司市值需超过1亿美元，在Seeking Alpha平台过去90天内符号页面浏览量超过800次，且在过去30天内相关文章发布数量少于两篇 [1] - 该项目每周会提供一次由分析师团队精选的十二个低关注度投资标的的回顾 [1]

Key Takeaways Toast delivered $208M free cash flow in Q2, supported by 25% revenue growth and strong EBITDA.TOST added a record 8,500 new locations, ending Q2 with 148,000 sites, up 24% year over year.New products and international expansion are likely to support Toast's growth beyond seasonal boosts.Toast Inc. (TOST) is benefiting from the strategic efforts to expand its footprint, as reflected in 25% growth in revenues in the second quarter of 2025. It also generated $208 million in free cash flow, driven ...

公司概况 - 公司是一家专注于餐厅的科技平台 提供从云端销售点系统、支付、金融到人工智能工具的一站式服务 [1] - 公司估值为216亿美元 [1] - 公司收入主要来源于支付处理业务 其次是软件订阅费 以及硬件销售 [4] 财务表现 - 第二季度年度经常性收入同比增长31% 达到19亿美元 [5] - 第二季度总支付额同比增长23% 达到499亿美元 [5] - 第二季度软件即服务年度经常性收入增长30% 支付年度经常性收入增长32% [5] - 第二季度公认会计准则净收入为8000万美元 较去年同期的1400万美元大幅增长 [6] - 第二季度调整后税息折旧及摊销前利润为1.61亿美元 利润率达35% [6] - 第二季度公司产生2.08亿美元的自由现金流 [6] 运营与增长 - 第二季度净新增8500个服务点位 在全球市场份额获得提升 [5] - 目前公司在全球服务14.8万个点位 较去年增长24% [5] - 运营费用增长18% 主要受销售和营销推动 以支持全球和零售业务扩张 [6] - 研发费用增长9% 用于支持Toast Go 3和人工智能工具Toast IQ等创新 [6]

I have been tracking two companies (Nayax and Toast) in the payments space that are very similar in certain characteristics. Both are in a similar ladder with revenue growth in the high 20’s. Both have attractive and growingAs an investor I focus on small and midcap names with asymmetric upsides. In the beginning of my professional career I was handed the Industrials and chemicals sector on the sell side. More recently I worked as the Manager of Finance & Technology at a Canadian charity in Vancouver, Briti ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote about Toast (NYSE: TOST ), I upgraded the stock to a “buy,” as the company continued to see momentum in its core US market while closing its largest enterprise deal with Applebee’s, demonstrating the versatilityAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment stra ...

ORLANDO, Fla., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Fall is in full flavor at Keke’s Breakfast Cafe, which has added a limited-time menu of autumn items to its classic offerings. Available now at most locations, the Fall Seasonal Menu adds that special harvest spice to the restaurant’s timeless choices for breakfast, brunch and lunch.  The home of sunny starts and fresh breakfast indulgences, Keke’s Breakfast Cafe is an award-winning restaurant brand with locations in seven states from California to Florida, ...

While trading options can be an incredibly lucrative exercise thanks to the underlying leverage, the practice is also wildly risky. With open-market securities, the most common risk is suffering a decline in paper value. On the other end, a paper loss in derivatives may wipe out your entire principal — or much, much worse for unhinged exotic strategies. Given the dangers, it’s prudent to apply frameworks from risk-management disciplines, particularly the insurance industry. One popular and powerful method ...

Key Takeaways Toast unveils a $5M five-year Changemakers Program supporting restaurants tackling food insecurity.The program will award $150K in grants, with 15 restaurants receiving $10K each to scale initiatives.Toast projects 29% 2025 fintech and subscription gross profit growth, above prior 25-27% outlook.Toast, Inc. ((TOST) recently launched the Toast Changemakers Program—a new initiative designed to uplift restaurants that are leading the charge against food insecurity. The Toast Changemakers Program ...

公司动态 - 公司与Tyler Florence合作推出Toast Changemakers计划 [1] - 该计划旨在应对食品不安全问题 [1]

Toast, Inc. (NYSE:TOST) is one of the stocks Jim Cramer weighed in on. A caller inquired about the current situation and performance of the stock. Cramer replied: “You know, look, I’m glad you asked about this. I actually thought the quarter was excellent. I know there are a lot of doubters. I think that’s wrong, but the restaurant stocks have been very weak, and that’s why I think that Toast has been very weak. I’m advocating patience because it’s still a great stock and it’s still up a lot for this year ...