Shift4 Payments Inc.
A Deep Dive on the Business, Strategy, and Asymmetric Upside
“We acquire unique technology and a captive funnel of under-monetized payment volume, run our conversion playbook, and watch the economics improve over time. We’ve done it a dozen times. We’ll do it many more.”
- Taylor Lauber, CEO, Shift4 Payments
Misunderstood businesses, or businesses in transition are my thing. Waste disposal companies masquerading as…