Yet Another Value Podcast
Yet Another Value Podcast

$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital

Shift4 trades around six and a half times EBITDA while the company tells you organic growth is 11%. The stock was $120 eighteen months ago and it is $42 today. Andrew Carreon of Emeth Value Capital argues you are paying for zero growth or less, and he points at the piece almost nobody is tracking: t

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About Yet Another Value Podcast

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disc...

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