Shift4 Payments, Inc. (FOUR): A Bull Case Theory

We came across a bullish thesis on Shift4 Payments, Inc. (FOUR) on Iceman Capital’s Substack. In this article, we will summarize the bulls’ thesis on FOUR. Shift4 Payments, Inc. (FOUR)'s share was trading at $94.40 as of 6^th June. FOUR’s trailing and forward P/E were 32.33 and 16.42 respectively according to Yahoo Finance.

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Shift4’s acquisition of Global Blue marks a pivotal moment in its international expansion strategy, with a $2.5...