@temptinvest · Long FOUR

Patrick@PatrickInvestin

My New $FOUR Thesis: Shift4 $FOUR is down ~50% over the past year while growing revenue ~34% annually. Shift4 is not a payments company. Everyone calls it one and that's exactly why it's mispriced. A payments company processes transactions. That's a commodity. That's

Read asLong FOUR

Since the call—

#49 of 176 rankedThe analyst's rank today

High · 0.96Confidence

Thu, Sep 17Tweeted

Fri, Sep 18 closeCounted from

21% of the basket · day 32fades out by Oct 29

Rank per close

—

Sep 27

—

Sep 28

—

Sep 29

—

Sep 30

—

Oct 1

—

Oct 4

—

Oct 5

—

Oct 6

#524

Oct 7

#163

Oct 8

#123

Oct 11

#82

Oct 12

#199

Oct 13

—

Oct 14

#57

Oct 15

#38

Oct 18

#49

Oct 19