nickel5

stocks

[nickel5 @5Nickel]

@sanjayamirthraj @a16z @speedrun Congrats!!!

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@sanjayamirthraj @fliptexts @a16z @speedrun @notolegv @ajiang_xyz Congrats!

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chatgpt stop asking me which response I prefer I pay you $200 a month to tell me the right answer @OpenAI

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@sanjayamirthraj LGTM 🔥🔥

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@sanjayamirthraj 😂😂

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@jay_21_ $ice

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@sanjayamirthraj For something like this where outcome isn’t binary how is consensus reached

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@sauceman46751 Buying their 8.25% trading at 105 right now

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@sanjayamirthraj @notolegv Nice photo

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@DannyOcean555 @ACapitalLP @bucketshopcap Optimal portfolio allocation

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@sanjayamirthraj Average npm install enjoyer 😭

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@GHadjia Really interesting model, how did you calculate incremental G&A and R&D for 1 customer?

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@Kiyan_1130 Yes does not include task only closed end of this Q

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@GHadjia @acolner What do you think are the risks of $TOST entering the enterprise space. They obviously have the size to make a push into expanding software to land these enterprise clients, is there a real for moat for $PAR in terms of their software other than time for $TOST to expand?

[nickel5 @5Nickel]

@Long_only_guy @GHadjia Agreed but in order to build the “fully vertical experience” Par wants to give its customer there will likely be software / IT spend for consolidation of softwares into Par’s ecosystem in short term. Solidifying the cross integrations will give them more power but will cost $

[nickel5 @5Nickel]

@GHadjia A question I had is how you view costs to roll in Task & Stuzo Acquisitions. Def will not be cheap to roll in 2 new softwares to Par. Obv management knows how to do it bc of acquisitive history but still wondering how that will affect FCF reversal to positive

[nickel5 @5Nickel]

@GHadjia I’ve been looking at $PAR also, very promising. Tegus has great calls w Execs pointing out some API integration weaknesses, execution risks w Burger King & potential cross selling w other Inspire Brand companies.

My PT at $71 but still hesitant on positive EBITDA Q3

[nickel5 @5Nickel]

@ToffCap $SMLR

https://t.co/7a8SXPqFyL

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@Mike10947310 Definitely makes sense just wanted to get potentially your idea on future outlook, once again amazing pitch and great find