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Everything we have picked from this writer, newest first.
5/ $FOUR pitch by Emeth Value Capital Shift4 is an end-to-end payments platform dominating attractive verticals. It is the #2 US restaurant POS provider, serves ~40% of US hotels and processes payments for 75%+ of professional sports venues.
4/ $NAVI pitch by @gatorcapital Navient trades near 40% of TBV as the market treats its legacy student-loan portfolio as a melting ice cube. But private lending has returned to growth, with Q1 marking its first portfolio expansion since 2021.
