Substack · Value Don't Lie
Quick Value #326 - Shift4 Payments (FOUR)
Cheap levered roll-up in a niche corner of payment processing industry
Since publication −9.9% α −9.2 pp vs S&P 500 · USD
US · 2 entries · 2 publications
FOUR
Shift4 Payments, Inc.
- Entries
- 2
- Bullish
- 2
- Bearish
- 0
- First
- Apr 3, 2026
- Latest
- Aug 11, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on FOUR at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- August 2026 1 entry
- April 2026 1 entry
Substack · Pound the Rock Investing
Shift4 Payments Inc.
A Deep Dive on the Business, Strategy, and Asymmetric Upside
Since publication −12.4% α −28.5 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.