$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital
Shift4 trades at 6.5x EBITDA despite 11% reported organic growth, with Shift4 Dine equipment leases cited as evidence of net-new merchant additions.
Shift4 trades at 6.5x EBITDA despite 11% reported organic growth, with Shift4 Dine equipment leases cited as evidence of net-new merchant additions.
$RUM was a great entry last week, $NUAI now is probably the only one I see
@GatorBizAlum yes, for anyone holding $BE here you have to believe in the longer term bull case. i do but no guarantees
FT on Huawei’s quest. China WFE looking stronger. SMIC, CXMT and YMTC are all customers of US listed ACM Research $ACMR https://t.co/KJmyqHFa17
@ryancaldor Collapse in $PL hasn’t helped comp-wise
Why shouldn’t I buy $APP. It’s one of the greatest business models I’ve ever seen. https://t.co/qZ0lMlorvx
$HAWK now trading around $17.15, or -34% below its $26 IPO price. Initial lock-up expired last week, but I think it is unlikely many shares will come to market at these prices. $HAWK is also being added to the $IWM. $HAWK continues to have strong defense tech tailwinds, and they now have $500 mm+ of cash on hand. Valuation is now much more attractive and below the $18.86 price of their pre-IPO Series E financing.
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Shift4 trades at 6.5 times EBITDA despite 11% organic growth, with Shift4 Dine equipment leases reaching a $400 million run rate as…
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Vail Resorts, down 60% since 2022, is pitched for an El Niño-driven ski-season rebound; the portfolio also buys ORR and shorts GEO.
Brookfield Corporation, down 20% YTD, manages $1.27 trillion across asset management, insurance and operating businesses as rates, debt and…
Southwest Airlines targets more than $2 billion of 2026 EBIT from assigned seating, extra legroom and bag fees despite higher fuel costs…
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