Toast: An Update On A High-Growth Compounder, Still A Buy

分组1 - The article focuses on the recent performance of Toast (TOST), highlighting two consecutive earnings beats and the company's resilience amidst macroeconomic challenges [1] - The author emphasizes a long-term value investing philosophy, which is adaptable to current market dynamics [1] 分组2 - The author has a beneficial long position in TOST and CAVA, indicating a personal investment interest in these companies [2] - The article is a personal opinion piece, with no external compensation influencing the content [2]