$SBUX slipping in restaurant tech? If they're behind, who isn't? Looks like outsourcing might be brewing in the future. $PAR sharpening the spear... Next whale's days might be numbered.

Nice post on current market valuation from the Brooklyn Investor.

Advice from Charlie Munger:

ARR growth of 21%, gross profit 30% growth, adjusted ebitda $5.8MM, locations 140k! Read our thoughts on Q4 2024 at $PAR 📷

Kevin The best combination is a genius running a business that a dummy could run.

"Singh is intent on continuing the company’s acquisition spree, perhaps even this year, given a “very active pipeline” of potential targets, he said. He has been increasingly interested in back-office software" - $PAR paymentsdive.com/news/par-techn…

Missed the earnings report… looks like a nice beat and raise for $QQQ. Looking forward to reading the transcript.

“Contrary to popular myths, Warren Buffett invests in people first, businesses second. If the management of the business doesn't meet his very high standards, then, no matter how appealing the business is, he won't invest.” - Robert Miles #business_is_people

Mentions $TOST and $PAR as potential suitors.

Adam was a couple steps ahead…

“The best investors in the world weren’t investors at all. They were entrepreneurs who never sold.” - Nick Sleep

Similar profile to $ALTG

Note to self, when thinking of averaging up or averaging down an investment never forget: "Losers hang around with losers and winners hang around with winners."

$OLO sold for $10.25.

Spearing the whale!

tRADE tHE mARKET iN fRONT oF yOU

Hunh, well $OLO apparently preferred a $10.25 all cash offer from Thoma Bravo than a $13 offer from "Party A", whose identity is found in "party".

CEO with -18% share price CAGR since going public, decides against selling at a higher valuation to a CEO that has a +18% share price CAGR since becoming CEO.

Interesting thread on Constellation's M&A advantages...

Reminder: the hardest part of investing isn’t buying right... it’s not selling your winners too soon.