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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