TOST Toast Inc.

𝙐𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙩𝙝𝙚 𝙨𝙚𝙡𝙡𝙞𝙣𝙜 𝙥𝙧𝙚𝙨𝙨𝙪𝙧𝙚 𝙛𝙧𝙤𝙢 𝙀𝙏𝙁𝙨 𝙖𝙣𝙙 𝙁𝙪𝙣𝙙𝙨 , 𝙩𝙝𝙚 $𝙇𝙐𝙈𝙉 𝙨𝙩𝙤𝙧𝙮 $LUMN was a classic no growth dividend telecom company. In 2014 at its peak $40 share price, it had $17B of revenue. 8 years later it’s still $17.5B of revenue. But the stock is down -93% , currently at $2.6 . On September 13, 2022 it was announced a new CEO , the former president of Microsoft , a new management to lead the company and create a new digital leader and business transformations to drive growth, or in other words, uncertainty. Stock falls from $10.1 to $9.15 . Analysts started reviewing and lowering targets, stock started to fall hard, I started to be interested. On November 02, 2022 , the company announced it would eliminate the dividend, and authorized a new $1.5 billion buyback program. Stock falls from $7.8 to $5.8 . The dividend yield at the time was 13% , one of the highest in the $SPX500 and the reason a lot of investors held the stock. Th

𝘼𝙡𝙞𝙗𝙖𝙗𝙖 𝙩𝙧𝙞𝙚𝙨 𝙩𝙤 𝙘𝙤𝙣𝙫𝙞𝙣𝙘𝙚 𝙈𝙧. 𝙈𝙖𝙧𝙠𝙚𝙩 𝙤𝙛 𝙞𝙩𝙨 𝙫𝙖𝙡𝙪𝙚: If you’ve been following the news, you should know by now that $BABA has announced that they will split into six segments that will potentially look for spin-offs individually. This is a classic response of management to an undervalued price of the stock, as we could see a few years ago in $DELL with the spinoff of $VMW, and that was also a big part of my portfolio back then ( I wrote this article 3 years ago: https://etoro.tw/3nwqUDX and $DELL stock went up over 200%, while the $SPX500 went up by 100% from the bottom of the pandemic). Mr. Market has loved this announcement, sending $BABA’s shares over 14% higher and $9988.HK is over 12% higher so far. Personally, I also love this movement from the management of the company. There’s no doubt that Alibaba is widely undervalued, and I’ve always complained about the management’s inability to buy back shares aggressively to benefit from the stoc