Shift4 Payments Stock Discussion

$Shift4 Payments (FOUR.US)$
bounce at $103 🤞

$Shift4 Payments (FOUR.US)$
super high volume on 19th November 2024
coupling with the accelerating earnings
hope this is the starting of BO for this stock

The recent earnings from Wells Fargo and JPMorgan Chase have reignited optimism in the US economy. Both banks reported robust results, reflecting resilient consumer spending and steady lending activity:
• $Wells Fargo & Co (WFC.US)$  saw a gap up after strong earnings, fueled by loan growth and improved credit quality.
• $JPMorgan (JPM.US)$  surged 5% last Friday, beating expectations and showcasing strong business momentum.
💡 Wh...

Scion Asset Management (AUM: $52M)
*Buys: $Shift4 Payments (FOUR.US)$ , $Molina Healthcare (MOH.US)$ , $Hudson Pacific Properties Inc (HPP.US)$ , $Olaplex (OLPX.US)$ , $BioAtla (BCAB.US)$
*Adds: $Baidu (BIDU.US)$ , $Alibaba (BABA.US)$
*Reduced: $JD.com (JD.US)$ , $TheRealReal (REAL.US)$
*Sold: $HCA Healthcare (HCA.US)$ , $Citigroup (C.US)$ $Sprott Physical Gold Trust (PHYS.US)$ , $Block (SQ.US)$ , $Cigna Group (CI.US)$ , $Advance Auto Parts (AAP.US)$ , $BP PLC (BP.US)$ , ...

$Block (SQ.US)$  they're expanding into building ASICs for Bitcoin mining and they seem to be doing a decent job at it and these ASICs they might see some use in AI as well to challenge NVDA in the future so there is some prospect here
i started a position yesterday i already own a number of Fintech names $Nu Holdings (NU.US)$ $Shift4 Payments (FOUR.US)$ $SoFi Technologies (SOFI.US)$  but I didn't have this yet
this is an investment position so I'm p...

$Shift4 Payments (FOUR.US)$ 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...