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Two Growth Stories

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Manage episode 433168866 series 8012
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Wall Street may be missing something about Toast.

(00:21) Ricky Mulvey and Tim Beyers discuss:

- Toast’s quarter, and move into convenience stores.

- Shopify’s impressive profitability.

- What could put a damper on the e-commerce platform’s growth story.

Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.

Epic members: Here's where you can access Epic Opportunities and link your premium Motley Fool account with your Spotify account.

And here's the show's home on Spotify

Companies discussed: TOST, SHOP, LRCX

Host: Ricky Mulvey

Guests: Tim Beyers, Mary Long, Asit Sharma

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1628 episodes

Artwork

Two Growth Stories

Motley Fool Money

11,748 subscribers

published

iconShare
 
Manage episode 433168866 series 8012
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Wall Street may be missing something about Toast.

(00:21) Ricky Mulvey and Tim Beyers discuss:

- Toast’s quarter, and move into convenience stores.

- Shopify’s impressive profitability.

- What could put a damper on the e-commerce platform’s growth story.

Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.

Epic members: Here's where you can access Epic Opportunities and link your premium Motley Fool account with your Spotify account.

And here's the show's home on Spotify

Companies discussed: TOST, SHOP, LRCX

Host: Ricky Mulvey

Guests: Tim Beyers, Mary Long, Asit Sharma

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1628 episodes

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