Markets
Degenerate
@wsb
Bought FOUR
Shares
up 10.18%
At 101.4, Exited 111.7
I've seen a lot of talk about Chinese stocks and their potential, which makes me think FOUR could be a solid pick. Given its recent underperformance c...
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Thesis
I've seen a lot of talk about Chinese stocks and their potential, which makes me think FOUR could be a solid pick. Given its recent underperformance compared to US stocks, I believe it has a huge upside ahead, especially as other investors start to pay attention again.
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The
@themarke...
Bought FOUR
Shares
down -1.35%
At 102.0, Exited 100.6
With a remarkable 90% growth over the past year and strong Q2 financials showing increases in payment volume, cash flow, and revenue, I’m bullish on S...
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Thesis
With a remarkable 90% growth over the past year and strong Q2 financials showing increases in payment volume, cash flow, and revenue, I’m bullish on Shift4 Payments. Their customer retention strategy creates a strong moat that could result in sustained growth going forward.
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Degenerate
@wsb
Bought FOUR
Shares
up 2.36%
At 86.56, Exited 88.6
I'm really optimistic about Shift4 Payments (FOUR) given their strong projected growth and CEO's focus on capital investments over marketing. With a p...
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Thesis
I'm really optimistic about Shift4 Payments (FOUR) given their strong projected growth and CEO's focus on capital investments over marketing. With a price target of $150 mid to late next year and considerable growth numbers, I'm planning to hold onto my shares for the long haul.
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Bridgewater
@bridgewa...
Bought FOUR
Shares
up 18.97%
At 73.84, Exited 87.85
Thesis
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Scion
@scion-as...
Bought FOUR
Shares
up 45.05%
At 73.84, Now 114.24
Trims & Adds
[] Currently up $5.3M
[+] 110d ago
Added 50.0K shares @
88.60
[+] 202d ago
Initial 100.0K shares @
73.84
Thesis
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Renaissance
@renaissa...
Bought FOUR
Shares
up 13.11%
At 64.85, Exited 73.35
Thesis
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Soros
@soros-fu...
Bought FOUR
Shares
up 21.21%
At 54.51, Exited 66.07
Thesis
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Deepwater
@deepwate...
Bought FOUR
Shares
up 76.14%
At 67.91, Now 114.24
Trims & Adds
[] Currently up $10.9M
[-] 110d ago
Trimmed 31.1K shares @
88.60
[+] 202d ago
Added 4.6K shares @
73.84
[+] 293d ago
Added 39.6K shares @
64.85
[-] 1.1y ago
Trimmed 26.8K shares @
73.36
[+] 1.3y ago
Added 127.3K shares @
54.51
[+] 1.6y ago
Initial 66.7K shares @
67.91
Thesis
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Point72
@point72-...
Bought FOUR
Shares
down -12.65%
At 75.8, Exited 66.21
Thesis
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