OLO - Olo: An Emerging SaaS Category Leader

• The restaurant industry is shifting towards becoming more digital, providing Olo with secular industry tailwinds for growth.
• Olo's target market is currently still under-penetrated, and thus, the total assessable market implies decent room for growth in the future.
• The company differentiates itself by its large network of partners, brands, and customers, while the flywheel effect further drives and compounds future growth.
• Olo still has multiple levers to pull, including international expansion, focus on small and medium businesses and tits payments opportunity.
• My price target for Olo is $16.10, implying a 70% upside from current levels.

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