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Toast
Point-of-sale and restaurant management platform for the food service industry.
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"I was thinking about companies like Toast I was thinking about one of our own DocuSign at eight or seven or eight times revenues these things are absurdly cheap"
From:
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat
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▶ 6:01
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Feb 2026
Attribution: Guest discussing Toast as an example of undervalued companies