We came across a bullish thesis on Shift4 Payments, Inc. on Coughlin Capital’s Substack by Brian Coughlin. In this article, we will summarize the bulls’ thesis on FOUR. Shift4 Payments, Inc.'s share was trading at 80.93asofSeptember24th.FOUR’strailingandforwardP/Ewere31.50and12.06respectivelyaccordingtoYahooFinance.IsKaspi.kz(KSPI)theBestYoungStockToBuyandHoldFor10Years?Shift4(FOUR)isa7.5 billion market cap company growing ~30% annually, positioned as a sticky, soft ...