Global Payments: Cheap Valuation Coupled With Solid Earnings Growth Potential (NYSE:GPN)

Core Viewpoint - Global Payments Inc. (NYSE: GPN) is at an inflection point, with the launch of Genius and the reset of GTM showing tangible results, alongside the upcoming Worldpay acquisition [1] Company Analysis - The investment approach focuses on identifying businesses with potential for scaling and unlocking massive terminal value, emphasizing core economics such as competitive moat, unit economics, reinvestment runway, and management quality [1] - The company aims to generate long-term free cash flow and create shareholder value through fundamental research and a focus on sectors with strong secular tailwinds [1] Investment Strategy - The investment strategy is fundamentally driven and valuation-focused, with a self-educated investor managing funds seeded from friends and family [1] - The goal is to provide analytical and accessible insights to help readers focus on what drives long-term equity value [1]