Toast: Away From The AI Trade - And That's A Good Thing, I'm Long

Core Insights - Toast, Inc. (TOST) is highlighted as a top investment idea, particularly due to its detachment from the AI trade, which is considered a valuable aspect to monitor [1]. Group 1: Investment Strategy - The investment approach focuses on acquiring undervalued companies at pivotal moments when their business narratives are shifting towards increased profitability over the next year [2]. - The portfolio is concentrated, typically consisting of 15 to 20 stocks, with an average holding period of 18 months [2]. Group 2: Expertise and Community - The leader of the investment group, Michael Wiggins De Oliveira, has over 10 years of experience in analyzing companies, particularly in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2]. - The investment group, Deep Value Returns, offers insights through its concentrated portfolio, timely stock updates, weekly webinars, and a supportive community for both new and experienced investors [2].