What podcasts say about Shift4
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Shift4
7 statements · 6 positive · 1 mixed
Shift4 operates as a vertically integrated payment processor.
“Shift4 is a vertically integrated payment processor.”
Open the episode · $FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value CapitalListen at 3:58
Shift4 software reaches 40% of U.S. hotels.
“one piece of software or another touching 40% of hotels in the United States.”
Open the episode · $FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value CapitalListen at 4:52
Shift4 processes payments for 75% of professional sporting venues.
“they are the payment processor for 75% of professional sporting venues.”
Open the episode · $FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value CapitalListen at 5:00
Shift4’s operating performance has been strong despite negative sentiment.
“if you look at how the business has actually performed, I think that it's done quite well.”
Open the episode · $FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value CapitalListen at 13:28
Shift4 is significantly undervalued if it executes well in its core verticals.
“if we continue to do well in these specific verticals, this is very, very undervalued.”
Open the episode · $FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value CapitalListen at 19:47
Shift4’s current valuation implies investors pay for zero or negative organic growth.
“You're paying for zero or less in my view right now.”
Open the episode · $FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value CapitalListen at 47:57
Shift4 could be acquired or forced into a strategic process if performance does not improve.
“I think that getting acquired or forcing a process here again, if things don't fix themselves, is absolutely possible.”
Open the episode · $FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value CapitalListen at 1:00:36
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.