Q4 earnings digest
Great post — Shift 4 is a really interesting one. I also just published a deep dive on the company if anyone wants another perspective on it! https://substack.com/@stonemountainresearch/note/p-189720240?r=1ml5j6&utm_source=notes-share-action&utm_medium=web
Horrible communication, but overall not much changed. I'm super tempted to add slightly as well, but I'm also not really looking to increase payments exposure further
Great post — Shift 4 is a really interesting one. I also just published a deep dive on the company if anyone wants another perspective on it! https://substack.com/@stonemountainresearch/note/p-189720240?r=1ml5j6&utm_source=notes-share-action&utm_medium=web
Horrible communication, but overall not much changed. I'm super tempted to add slightly as well, but I'm also not really looking to increase payments exposure further