i like what's happening here, a lot
$Shift4 Payments (FOUR.US)$ first of all i love founder-led companies it's a key sign I look for in winning companies you look at CRWD, NVDA, AMZN, META they are all founder led and that has done amazing things for the company's long term growth
second of all this guy the CEO has been loading up on class A common shares that's always good to see and if you look at this guy he started this company when he was very young and he's been able to do pretty solid stuff with the business so I like him
third of all I've looked at the recent earnings reports and evaluated the future prospects I think they have very good potential they've been onboarding big players across different verticals from gaming to sports to restaurants and they've been able to do it faster and cheaper than competitors and looking at all the usual numbers like PE and FCF if you look at their PEG ratio it's 0.94 that's under 1 not easy to find solid businesses that still trade below 1x PEG especially among more tech/software-ish names
so yea bottomline I really like this business I am starting a position and I am aiming for it to last more than a year I will be monitoring their earnings reports very closely
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