Time for a debate.

eCommerce pulled forward 10 years of growth during COVID-19, and now offline commerce is going through a similar transition. Two companies to track in this space are $TOST and $LSPD.

At first look, they are commodity PoS (point-of-sale) digital cash register businesses, with two very different strategies.

$TOST wants to be an all-in-one commerce OS so restaurants can manage ordering, delivery, and even payroll.

$LSPD is growing through acquisitions across B2B commerce.
post media
I’ll go with Lightspeed. High switching costs and the potential for ARPU expansion.

@jiggy would probably be able to weigh in more than me on Lightspeed though.
View 1 more comment
Commonstock is a social network that amplifies the knowledge of the best investors, verified by actual track records for signal over noise. Community members can link their existing brokerage accounts and share their real time portfolio, performance and trades (by percent only, dollar amounts never shared). Commonstock is not a brokerage, but a social layer on top of existing brokerages helping to create more engaged and informed investors.