Shift4 is one of the fastest-growing payment companies in the world, processing >$150 billion dollars in transactions for restaurants, hotels, stadiums, and retailers. Through a combination of organic growth and acquisitions, the company has rapidly expanded its footprint, but questions remain about its aggressive strategy, leverage, and capital allocation decisions...

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Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

You can also find us on:

• X ⁠@DutchInvestors⁠
• Substack ⁠@The Dutch Investors⁠
• Instagram ⁠@The Dutch Investors⁠