Yet Another Value Podcast发布 2026-09-22
《$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital》
$SHFT看涨
Shift4 展现出强劲的内生增长，其专有 POS 系统收入随时间显著提升。
当我看到它时，我感觉就像，“哦，就是这个。”一家公开上市的公司。我，每当他们，在那里看到你，让我微笑。做吧，“Andrew，给我PAR、Fiserv、GPN和Shift4，说说其中的区别。”
When I see it, I feel It's like, "Oh, this is it." A public Traded Company." I Whenever they See you there, Makes me smile. Do it, " Andrew, Give me PAR, Fiserv, GPN and Shift4 In The differences "Tell me."
不，但如果我，ShiftFore对比Visa对比Fiserv，看看我。那么，它们之间，区别是什么？我的意思是，Shift4，以及其他支付处理商，区别，最容易理解的方式之一，就是——一。主题可能是卡在场与卡不在场的区别。
No, but if I ShiftFore vs. Visa vs. Fiserv's Look at me. So, their In What is the difference? I mean, shift four. and others Payment Processors In Difference Most understanding The easy ways One is—one.
The subject may be Card Present vs. card knot Present tense Difference.