Lock Stock Thesis Shift4 Payments’ (NYSE:FOUR) stock saw a massive spike after reporting Q4 earnings. This was likely due to the combination of a good earnings report/guidance and M&A speculation. No M&A activity ended up taking place, and since then the stock has declined precipitously. We believe the recent selloff is overdone and that long-term…
Lyndon Stratford Shift4: Market share gains, strong revenue growth, rising margins and free cash flow: who needs a buyout to like these shares? Shift4 shares have hit a speed bump; Shift4’s (NYSE:FOUR) business hasn’t seen even a pot hole. As most readers will recollect, the CEO of Shift4, Jared Isaacson had indicated back late last…
isayildiz/E+ via Getty Images Investment Thesis Shift4 (NYSE:FOUR) presents an intriguing investment opportunity supported by its strong financial performance, innovative solutions, and strategic acquisitions. With a solid track record of revenue growth, margin expansion, and efficient cost management, Shift4 is well-positioned for sustained growth of 29.6% in the next 3 years in the dynamic payment…
JulPo Thesis Shift4 Payments, Inc.’s (NYSE:FOUR) integrated payment and software solutions eye an addressable market of over $3.5 trillion, offering a growth runway with share gains from legacy point-solution providers and processors. The company has prospects for growth beyond core verticals- restaurant, hospitality, and specialty retail- and the US provides levers for new business while…
JulPo Investment Thesis Shift4 Payments (NYSE:FOUR) is, plain and simple, a payment processor company. They have built the tech and software to allow companies to charge its clients. They serve more than 200,000 business locations across major industries like hospitality, restaurants, sports venues, and e-commerce. They have everything from the POS system, to the software…