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

We came across a bullish thesis on Shift4 Payments, Inc. on GabGrowth’s Substack. In this article, we will summarize the bulls’ thesis on FOUR. Shift4 Payments, Inc.'s share was trading at $70.79 as of December 2nd. FOUR’s trailing and forward P/E were 34.48 and 11.67 respectively according to Yahoo Finance.

Shift4 has transformed from a small merchant acquirer founded in 1999 by Jared Isaacman into a vertically integrated global payments and commerce technology platform. The company serves over 200,000 businesses across restaurants, retail, hotels, casinos, and e-commerce,...