Prolific Web Surfer 🏄‍♂️ Profile picture
Oct 13, 2020 7 tweets 1 min read
$PAR Upgraded to Buy at Jefferies, $47 PT Why enterprise is better than SMB...
Jul 21, 2020 9 tweets 2 min read
Multiples keep expanding for liquid SaaS companies... yet $PAR and other small-cap software companies have been left behind. Brink is the clear winner in a growing, multi-billion dollar TAM with a world-class operator/capital allocator in @SavneetS... (1/x) - $GPN has spent hundreds of millions trying to build an enterprise product and failed
- Toast just fired their entire enterprise salesforce
- Aloha $NCR and Micros $ORCL are buried inside large sleepy companies and are share losers without fully functioning pure cloud products