Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR

Scott Miller, CIO of Greenhaven Road, joins the podcast to discuss his thesis on PAR Technologies (NYSE: PAR), where more than 70,000 restaurants in more than 110 countries use PAR’s restaurant point-of-sale, digital ordering, loyalty and back-office software solutions as well as industry-leading hardware and drive-thru offerings (according to the company's website).
Voss Capital write-up: vosscapital.substack.com/p/pa...
Greenhaven Road Q4 investor letter ($PAR mentioned): static1.squarespace.com/stati...
For more information about Greenhaven Road, please visit: www.greenhavenroad.com/
Chapters:
[0:00] Introduction + Episode sponsor: YCharts
[1:30] Overview of PAR Technologies $PAR and why Scott is excited about the idea
[4:18] What are the "haters" missing with $PAR
[7:54] Burger King customer win
[9:42] Competitive landscape
[15:20] Why $PAR more than a Point of Sale play; additional verticals
[19:04] How do they win more customers / cloud-based vs. not-cloud based point of sale matter
[25:28] $PAR recent acquisitions, execution risk / convenience stores
[33:55] Growth runway / what keeps Scott up at night about $PAR
[38:24] Lumpiness of customer wins/announcements
[41:30] Final thoughts on $PAR
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[@imtryinghere1]

this podcast was certainly up to.... scratch