$FOUR

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