Guasty Winds Investment Ideas, Guasty Winds

Guasty Winds

Guasty Winds Investment Ideas

I am a full-time private investor, ex-L/S. I document my investment portfolio decisions and share my work here.

Equity Bottom-Up

<ul>
<li>Over the past few weeks I’ve done a handful of checks with competitors and customers in the restaurant-tech industry.</li>
<li>It was by no means exhaustive but definitely insightful.</li>
<li>Some were first party conversations; others came from 3rd party expert networks, podcasts interviews (there are lots of good ones out there, by the way) and other vendor white-papers etc.</li>
</ul>


Over the past few weeks I’ve done a handful of checks with competitors and customers in the restaurant-tech industry.
It was by no means exhaustive but definitely insightful.
Some were first party conversations; others came from 3rd party expert networks, podcasts interviews (there are lots of good ones out there, by the way) and other vendor white-papers etc.


Equity Analyst, Investi Analyst

Investi Analyst

Equity Analyst

Investment Entrepreneur / Equity Analyst.

<ul>
<li>Toast (NYSE:<a href="https://www.smartkarma.com/search?q=TOST" target="_blank" rel="noopener">TOST</a>) offers a cloud-based end-to-end POS tech platform primarily focused on restaurant and food services.</li>
<li>They offer a broad portfolio of software and payment solutions that help to solve the needs of restaurants.</li>
<li>The company's payment processing offerings are built on charging transaction fees for its restaurant clients for debit and credit card payments on restaurant sales.
</li>
</ul>


Toast (NYSE:TOST) offers a cloud-based end-to-end POS tech platform primarily focused on restaurant and food services.
They offer a broad portfolio of software and payment solutions that help to solve the needs of restaurants.
The company's payment processing offerings are built on charging transaction fees for its restaurant clients for debit and credit card payments on restaurant sales.



Toast: A Deep-Dive Into A Category Leader In Vertical Software

Independent Research, Food Delivery Space, Newmoon Capital

Newmoon Capital

Independent Research, Food Delivery Space

We look for owner-operators in what we believe are either highly defensible assets or soon to be highly defensible assets, trading at a fraction of their future potential.

Businesses exist to solve problems. Generally, the level of monetisation and the defensibility of that monetisation depends on the difficulty of solving those problems and whether there is a path to replicating that business. This is why we generally do not like businesses that compete with their ecosystem (i.e., those whose incentives do not align with their suppliers/users), instead preferring those that enrich it. Olo belongs to the latter.

Businesses exist to solve problems. Generally, the level of monetisation and the defensibility of that monetisation depends on the difficulty of solving those problems and whether there is a path to replicating that business. This is why we generally do not like businesses that compete with their ecosystem (i.e., those whose incentives do not align with their suppliers/users), instead preferring those that enrich it. Olo belongs to the latter.

United States

Olo Inc. provides software solutions. The Company develops cloud-based, on-demand commerce platform for multi-location restaurant brands. Olo serves customers worldwide.

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Olo Inc (OLO US)

OLO's Dilemma... (part 2)

Over the past few weeks I’ve done a handful of checks with competitors and customers in the restaurant-tech industry. It was by no means...

Guasty Winds

Toast: A Deep-Dive Into A Category Leader In Vertical Software

The company's payment processing offerings are built on charging transaction fees for its restaurant clients for debit and credit card payments on...

Investi Analyst

Olo Part 2 - Value Proposition

Olo helps these restaurants operate in this digital world, firstly by reducing operational complexity, and secondly by allowing them to build and...

Newmoon Capital

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