Company Overview - Shift4 is a fully integrated payment processor focusing on underserved verticals such as hospitality and events [1] - For the first nine months of 2025, Shift4's payment volume reached $150 billion and is projected to reach $210 billion [1] Leadership and Background - Building Benjamins is a free stock picking and market commentary investment newsletter published by Tradition Investment Management, LLC [1] - Benjamin Halliburton, the founder, has a long history in investment management, having started his career at Merrill Lynch in 1986 and earning an MBA from Duke's Fuqua School of Business in 1990 [1] - Halliburton has received accolades such as "PSN Manager of the Decade" for All-Cap in the 2000s and for Dividend Value in the 2010s [1] - He was recognized as the top-performing portfolio manager at Brundage, Story and Rose during the 1990s bull market [1]