We took one look at this deck and this is how the conversation played out in our minds: Cameron: We need some help McKinsey Partner: Your stock price says it all, bruv Cameron: We’re looking to convince...
We took one look at this deck and this is how the conversation played out in our minds: Cameron: We need some help McKinsey Partner: Your stock price says it all, bruv Cameron: We’re looking to convince...
The problem with being public is that you need to consistently generate strong returns in front of everyone. In the mid 2010’s, investors aligned on the idea of rule of 40 for software companies:...
US consumers can’t use credit/debit cards to buy cannabis. At least not with Visa and Mastercard policing things. That’s because the card schemes, being the duopolies they are, pick and choose...
It always cracks us up when people point to banks as the ethical parties because they’re banks. “Oh, they have so much regulation around what they can and can’t do that they have to behave...
Let’s ignore Toast’s TAM issue for a second and just focus on domestic, US restaurants. Toast has reached ~120K restaurant rooftops, which is nominally more than NCR or Micros ever achieved. The...
