Shift4 Payments, Inc. (FOUR) is a leading payment processing company that provides secure and seamless solutions for businesses across multiple industries in our cashless society. At the end of the month, we will publish an Arch Capital episode that will cover the company: Airbnb. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Shift4. Enjoy the show!

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Timestamps

Company Background | (2:23)

Industry | (14:13)

Management & Ownership | (19:12)

Earnings | (26:51)

Balance Sheet | (32:52)

Valuation | (36:26)

Our Analysis | (38:04)

Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.