StarZero All shows Try the podcast clipper →

Toast

4 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 16, 2025 by Henry Ellenbogen · said 11 times in 2 episodes since 2025 · across every show →

Mentions by year

brought up most by Mitchell Green (6), Patrick O'Shaughnessy (3), Henry Ellenbogen (2)

tap a year for its mentions
005110120252026episodesmentions
01120252026episodes it came up in
0050.510120252026episodesmentions per episode
2026 9 mentions in 1 episode
2025 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Toast, oldest first

Dec 16, 2025 bullish
Disclosure
Durable's largest public positions include DoorDash, Affirm, and Toast
“Even if I look at durable, among our largest positions in the public markets are DoorDash, Affirm, Toast. We led those last private rounds, right?”
Henry Ellenbogen Dec 16, 2025 ▶ 29:02 Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best
Mar 24, 2026
Disclosure
Green: Lead Edge invested $36M in Toast and sold $180M pre-IPO
“In toast, which is one of our biggest investments, which we put like 12% of our fund three into. And we'd always get crap. Our fund three was like a two hundred ninety million dollar fund. And then we put like thirty six million bucks into it. And before the I…”
Mitchell Green Mar 24, 2026 ▶ 16:29 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026 bullish
Assertion Not checkable as stated
Green: Lead Edge sold Toast secondaries at $40-$50 vs $30 today
“We sold like in the secondary markets like 40 or 50 bucks in toast. The stock today is like 30 bucks.”
Mitchell Green Mar 24, 2026 ▶ 17:05 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Mar 24, 2026
Disclosure
Green: Lead Edge invested in Toast at 20x revenue ($500M valuation)
“Toast was twenty five million of revenue growing a 150% a year. And it was like, we paid like 500 bucks. It was like 20 times revenue.”
Mitchell Green Mar 24, 2026 ▶ 19:20 Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 60 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more