Yet Another Value PodcastPublished 2026-09-22
“$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital”
$FOURNo side taken
Shift4 is a cheap company with strong vertical integration and good management; the payment sector's recent collapse has impacted its share price.
With Shift4 Talking. Its ticker is Four (FOUR). I Actually his Q2 ( Q2) The letter is added. Because value Investor Many friends For years I About Shift 4 They are saying.
Me too in the last few days Shift 4 for years- Keep an eye on it. I left it. Her In Q2 letter Shift 4 About 25 Page one Masterpiece There is work, Where it is Background , including valuation There is a lot of information.
Very Interesting and Nice one Company, Great. Arrangement.