Sean Barrett

Sean Barrett has discussed 6 US public companies across 1 Business Breakdowns episode, per Ticker.id. Top: $TOST, $MAR, $DASH, $FISV, $ORCL.

1. I opened it up and I looked at it and I said, this can't be right. These numbers are too good... And their response was, nope, you're not missing anything. These are the numbers.

   Sean Barrett · Business Breakdowns · Toast: Sticky SaaS - [Business Breakdowns, EP.247] · 2026-05-29

2. We think we have a generational opportunity to invest in something like Toast, 25+ percent compounder, category killer at a GAAP net income multiple.

   Sean Barrett · Business Breakdowns · Toast: Sticky SaaS - [Business Breakdowns, EP.247] · 2026-05-29

3. AI is the best thing to happen to Toast since their founding.

   Sean Barrett · Business Breakdowns · Toast: Sticky SaaS - [Business Breakdowns, EP.247] · 2026-05-29

• $TOST Toast — 15 mentions
• $MAR Marriott — 1 mention
• $DASH DoorDash — 1 mention
• $FISV Fiserv — 1 mention
• $ORCL Oracle — 1 mention
• $VYX NCR Voyix — 1 mention
• Business Breakdowns · Toast: Sticky SaaS - [Business Breakdowns, EP.247] · 2026-05-29