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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Reallocated capital into FOUR to bring the position to 3% NAV. Shift4 trades at...
— Vivian Y. Chen, CFA
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Other investors who've written on Shift4 Payments, Inc.
We first discussed Shift4 in our Q1 letter, where we bought shares and then sold almost immediately after a more comprehensive analysis. Shift4 is a...
Despite missing consensus estimates, Shift4 showcased strong underlying metrics with 25% payment volume growth and 55% adjusted free cash flow growth. The manager remains...
The payment processor's stock fell after forward profit guidance fell below investor expectations. The manager retains...