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Modern Value InvestingBlogPortfolio and Strategy Update: Q4 2026-2 Oct 2026
Outsiders' CornerBlogInside the Corner - September 2026-30 Sept 2026
Yet Another Value PodcastPodcast$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital Watch · 1:53
+5Watch · 3:12Watch · 19:25Watch · 24:07Watch · 2:05Watch · 3:04
22 Sept 2026
Yet Another Value BlogBlogEmeth Value Capital’s Andrew Carreon on Shift4 ($FOUR)-22 Sept 2026
Capital EmployedBlog52 Stock Pitches (17th-23rd August) [NO PAYWALL] 🖨️-24 Aug 2026
Latticework by MOI GlobalBlogThe Monday Morning Briefing-17 Aug 2026
Outsiders' CornerBlogQ2 26 Key Holdings Update-17 Aug 2026
Global EquitiesBlogShift4: 20% growth. 7x PE. But 27% short interest-14 Aug 2026
Global EquitiesBlogCTOS Digital: Malaysia's Top Credit Bureau, a Potential Double Bagger-13 Aug 2026
Value Don't LieBlogQuick Value #326 - Shift4 Payments (FOUR)-11 Aug 2026
Modern Value InvestingBlog2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble-9 Aug 2026
Best Anchor StocksBlogA merciless market (and the reason behind the drop?)-7 Aug 2026
The Loh-DownBlogThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
P14 CapitalBlogP14 Weekly Screen #11 - Rate Sensitives-29 Jun 2026
Uzo CapitalBlogVideo Call: Payments-7 May 2026
Autumn CapitalBlogMeta, Carvana and Arbitraging Clarity-20 Feb 2026
Picolinie CapitalBlogShift4 Payments - Time to Swing-5 Feb 2026
Fundasy InvestorBlogDocument the Process: H1'2026 Gameplan-14 Jan 2026
No Deep DivesBlogQ4 2025 Portfolio Review-9 Jan 2026
Autumn CapitalBlogInvesting Reflections - Year End 2025 ($CVNA; $FTAI; $IWG.L; $VTY.L; $EVO; $FOUR)-2 Jan 2026
Fundasy InvestorBlogShift4 Payments: The End-to-End Card Present Network-3 Nov 2025
Autumn CapitalBlogInvesting Reflections - April 2025 ($FTAI; $VTY.L; $FOUR)-1 May 2025
Autumn CapitalBlogInvesting Reflections - March 2025 ($IWG; $EVO; $CVNA; $ABL; $FOUR)-1 Apr 2025
Exit Velocity InvestingBlogShifting Into Gear with Shift4 Payments-16 Jul 2024