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InsightBLOGMarch 16, 20261 min read
Shift4 (FOUR): Pain and Opportunity
By coughlincapital
Primary Source Material
Published via substack_coughlincapital
It’s been a rough year to be a Shift4 shareholder. There’s really no sugarcoating it.
The stock is down over
~60%
from its highs and now trades at a nearly
13% FCF yield
, which for a payments business growing 25%+ is about as cheap as it gets.
If you want to try
Koyfin
, the tool I use for all my c...
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