Shift4 Payments: Still Valuable At 15.4x EV/EBITDA

JulPo Investment Thesis Shift4 Payments (NYSE:FOUR) is, plain and simple, a payment processor company. They have built the tech and software to allow companies to charge its clients. They serve more than 200,000 business locations across major industries like hospitality, restaurants, sports venues, and e-commerce. They have everything from the POS system, to the software and mobile payments. The stock has been on a hot streak lately, rising +50% in less than two months. Although this increase was fueled by ...