FOUR 全部观点

FOUR 这一页 2 条观点条目，其中 0 条方向发生变化。

在本页筛选

Yet Another Value Podcast发布 2026-09-22

《$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital》

$FOUR未站边

Shift4 是一家估值便宜、垂直整合能力强且管理层优秀的公司，支付板块近期的暴跌拖累了其股价。

说到Shift4，它的股票代码是Four（FOUR）。其实他的Q2（Q2）那封信是加进去的。因为价值投资者很多朋友多年来都在谈论Shift 4。

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.

我最近几天也一直在关注Shift 4多年——我把它留着了。她Q2那封信里关于Shift 4大约25页，是一部杰作，里面有背景，包括估值，信息量很大。非常有趣、很不错的一家公司，很棒。安排。

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.

看原视频00:12

更早的记录

Ishfaaq Peerally发布 2026-08-24

《Scale Economies Shared》

$FOUR看涨

Shift4通过其增值服务受益于规模经济，这使其能够收取更高的费用。

例如，有NASA局长。他创立了一家公司。它叫Shift4。所以股票代码是FOUR。他们有销售点终端。有工具。所以是不同的行业，不同的终端，他们有那些增值服务。因为，比如说，如果你是一家餐厅，你不仅仅需要终端。

你需要整个客户管理软件，这是提供的，因为一旦销售完成，你就有软件，一切都集成在一起。它让你更快，你愿意为此支付更多。

For example, there is the NASA administrator. He founded a company. It's called Shift4. So the ticker symbol is FOUR. They have the point-of-sale terminal. There are tools. So it's different industries, different terminals, and they have those value-added services.

Because if, let's say, you are a restaurant, you don't need just the terminal. You need to have the whole consumer management software, which is provided, because as soon as the sale is made, you have the software where everything is integrated together.

It makes things quicker for you, and you're willing to pay more for that.

看原视频05:27

更早的记录

已经是最早的记录

其他股票的全部观点条目

$META $AMD $NVDA $GOOGL $TSLA $MU $NKE $AMZN $ORCL $SPY $INTC $MSFT 查看全部股票

把 $FOUR 加入我的股票30 天完整试用

开始试用