A Little-Known Vertical SaaS Stock - Lightspeed Commerce

20/11/2023 16 min

Listen "A Little-Known Vertical SaaS Stock - Lightspeed Commerce"

Episode Synopsis

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/wap8gRqgIfs.


Lightspeed stock was the target of a short report back in late 2021, and they haven't been able to recover since. On the tin, it's an eCommerce / POS system company targeting retail stores and restaurants that are largely smaller. The biggest problem we have with LSPD stock is that they're competing against some formidable competitors with a lot more resources. If you're excited about digital transformation in retail and restaurants, consider Shopify stock or Square stock instead. $LSPD is a small Canadian firm that doesn't seem to have many obvious competitive advantages, and their acquisition spree hasn't been very successful as evidenced by their recent write down of millions in goodwill with loads left on the balance sheet. The reason we covered LSPD stock is because our Premium subscriber asked us to, though there's nothing here that we'd consider investing in. There are plenty of good stocks and we don't need to go looking for needles in haystacks.