4/21/25 - $four - Actually a buy mid 70s but...4/21/25 :: VROCKSTAR :: NYSE:FOUR
Actually a buy mid 70s but...
- great mgns and growth, rule of 40 check
- 5% fcf mgns even on a lower fcf gen year
- such high growth expectations in this environment still gives me pause, but all else equal stock still a winner on it's QQQ pair
- the TL;DR after running thru payments names (which are *slightly* more tariff exposed... nothing's really a hiding spot) is this:
top tier, probs buys here (but still don't own)
- PAYC
- FOUR
- CPAY
honorable mentions, would buy but still need headier discount
- AGYS
- CTLP (studying actively so lmk if anyone has opinion here, i like their vending format which is a "future" play)
- RELY
- HOOD
- OLO
not sure if they r honorable mentions or lower tier, because they're so big and tariff/ or mgns aren't "there"
- XYZ (had to take a big L here, but have moved on and set targets lower)
- PYPL (fcf huge, but just a sucky biz until there's some catalyst... what is it? stable coins? lending?)
not interested at the moment names
- TOST
- PAYX
- IMXI
- SOFI
- BCO
have a good week my friends. touch some grass. i'm trying to "vacation" this week so perhaps, hopefully i comment less :)
V
