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$FOUR

BULLISH2026-04-03
Price around the call
↑ 2026-04-03
By horizon✗ miss-12.8%
1d
✗ -4.7%
5d
✓ +3.5%
21d
✗ -12.8%
Original post
Adam Wilk · 2026-04-03

New post: a 30 page research report and writeup on one of Greystone's core holdings, Shift4 Payments. We believe $FOUR is significantly mispriced, caught up in the negative sentiment in the payments sector, along with the market overreacting to a soft 2026 outlook. At today's valuation, not a lot has to go right for $FOUR to deliver strong returns from here. Our base case outlines a 100% return within 3 years, with levers to pull for further upside. https://t.co/j0XGbwIO53

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