《$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital》
Shift4 是一家估值便宜、垂直整合能力强且管理层优秀的公司，支付板块近期的暴跌拖累了其股价。
说到Shift4，它的股票代码是Four（FOUR）。其实他的Q2（Q2）那封信是加进去的。因为价值投资者很多朋友多年来都在谈论Shift 4。
With Shift4 Talking. Its ticker is Four (FOUR). I Actually his Q2 ( Q2) The letter is added. Because value Investor Many friends For years I About Shift 4 They are saying.
我最近几天也一直在关注Shift 4多年——我把它留着了。她Q2那封信里关于Shift 4大约25页，是一部杰作，里面有背景，包括估值，信息量很大。非常有趣、很不错的一家公司，很棒。安排。
Me too in the last few days Shift 4 for years- Keep an eye on it. I left it. Her In Q2 letter Shift 4 About 25 Page one Masterpiece There is work, Where it is Background , including valuation There is a lot of information.
Very Interesting and Nice one Company, Great. Arrangement.