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Seventrader
@7Trader
2Año·

Today I added "Shift4 Payments" to my $FOUR into my portfolio. The title had been on my watchlist for quite some time.

Among other things, this article from October has pushed me again:

https://www.lynxbroker.at/boerse/boerse-kurse/aktien/shift4-payments-aktie/shift4-payments-analyse/


In any case, the company is doing well in the US. According to Marketscreener, sales are expected to double again within the next two years.


Here is a video explaining the company so that you can get a quick impression of the story https://youtu.be/EGwK7TGrVj8


For me, this monopoly-like company combines all the visions of digital payments.


Did you already know Shift4 and what is your opinion about the stock?

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17 Comentarios
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DerMartin@DerMartin
2Año
I did not know that. Thanks for the insight.
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Sven@svenleowe
2Año
Monopolistic? There are a thousand payments providers... Still interesting, among other things because of the SpaceX connection.
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Seventrader@7Trader
2Año
Quote: Since then (note: 1999), the company has risen to become the leading provider of end-to-end payment devices in the US hospitality industry. You are certainly familiar with similar payment terminals from the restaurant, hotel or supermarket. The market power is so pronounced in parts of the U.S. that there have already been lawsuits for monopolistic structures.
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Seventrader@7Trader
2Año
https://www.bloomberg.com/press-releases/2018-04-25/payment-logistics-files-antitrust-lawsuit-against-shift4-payments-shift4-corp-and-lighthouse-network If you're actually interested, you can check out the lawsuit from 2018. Shift4 was and is actually the top dog in some regions
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BamBamInvest@BamBamInvest
6Lun
Are you still invested? I have to have a look, what is the big advantage
of $FOUR and who is the biggest competition here ?
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Seventrader@7Trader
6Lun
@BamBamInvest I sold in May 2023 at $62. Scroll down in the forum and have a look at my post with the link, it will give you a good insight.

I currently see good opportunities with Global Payments $GPN.
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BamBamInvest@BamBamInvest
6Lun
@7Trader thanks I'll take a look
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BamBamInvest@BamBamInvest
6Lun
@7Trader how does one get into the elite club to be allowed to inspect your portfolio ? ☺️ since you should be relatively strongly positioned in the Fintec area, I would like to get some incentives. ✌️
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Seventrader@7Trader
6Lun
@BamBamInvest I really like my private club without members. I don't want to change that at the moment......
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6Lun
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Seventrader@7Trader
6Lun
@HimiKimi I liquidated the position in May 2023
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6Lun
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Seventrader@7Trader
6Lun
@HimiKimi because I was happy with my profit.
The price then dropped to $45, which was okay for me anyway.

Now the share is on my watchlist and maybe it will return to the portfolio at some point.
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6Lun
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Seventrader@7Trader
6Lun
@HimiKimi No, not uninteresting. I bought 60 pieces this year and will increase that number
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6Lun
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Seventrader@7Trader
6Lun
@HimiKimi With a little patience, we will hopefully make a nice cut 🚀🤞🏼🤑
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