Archive - PaxDex Research

TOST FY1Q25 Earnings Recap (No Paywall)

Toast is exceeding expectations on all fronts: top/bottom-line, upmarket expansion, payment take rate growth driven by surcharge, and more

May 9 •

PaxDex Research

ROKU 1Q25 Earnings Recap (No Paywall)

Gross profit numbers are going lower, upcoming tough comparisons, but an underlying Platform business that is continuing to grow at mid-teens y/y

May 2 •

PaxDex Research

March 2025

SPHR, LSPD, & PRPL Write-Ups

Long View On Sphere, LSPD Watching From the Sidelines, PRPL M&A Idea.

Mar 31 •

PaxDex Research

January 2025

Portfolio Breakdown Part 2

Series Continued... Data Management Software & Software's Biggest Risk.

Jan 31 •

PaxDex Research

Portfolio Breakdown Part 1

There's been quite a bit of volatility over the past week in the market, regime changes, and the portfolio, so I wanted to make a longer-ended post…

Jan 29 •

PaxDex Research

Memo: What a Week Ahead

Breaking Down New Thoughts, Themes, and Trades: Digesting DeepSeek, Peak Earnings Season, FOMC Wednesday, 4Q GDP Thursday, and PCE Friday.

Jan 27 •

PaxDex Research

25 Trades for 2025

25+ Ideas For Your Watchlist - Themes, Baskets, Single Stock Ideas.

Jan 6 •

PaxDex Research

December 2024

Front & Center; Long FVR $27 PT

A quick pitch on a newly public REIT with an underpenetrated niche benefiting from Soros's Theory of Reflexivity

Dec 16, 2024 •

PaxDex Research

November 2024

3Q Takeaways for TLN & NICE

Earnings takeaways for TLN & NICE

Nov 18, 2024 •

PaxDex Research

Raising a TOST; Buy $45 PT

Toast is unique. They mandate payments and have a large sales/R&D team. It's one of the first cloud-native POS to have those three, allowing them to…

Nov 15, 2024 •

PaxDex Research

3Q Takeaways for FIVN, TOST, RRR, ESTA and FOMC Meeting Notes

Earnings takeaways and an updated monetary policy framework

Nov 9, 2024 •

PaxDex Research

Portfolio Rundown November

Thoughts on each of the holdings & ideas.

Nov 5, 2024 •

PaxDex Research

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