Tom Gayner opened TOST · TOAST, INC.
$782730 · now <0.1% of the portfolio
TRADED BY
Sep 30
FILED
Oct 30
YOU SEE IT
Oct 31
30 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$32 now
OUR VALUE
$32 today
low $20mid $27high $33
2 models, as of 2026-10-30.
Fairly priced now: inside our value range. The easy part has happened.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。