Shift for Payments: Intriguing Fundamentals But Hold Off for Now

2 months ago

"I have not yet taken a position in the business, but I do think that it is looking very interesting and its price today is looking very attractive. I'm not sold on the business yet. I'm not buying shares right now, but I do think the stock is looking extremely interesting, extremely undervalued, and I'd really just need to continue doing a little bit more research."

The speaker highlights the robust financial performance and attractive valuation of Shift for Payments, noting impressive growth figures and a strong operational model. However, due to lingering uncertainty about the company's competitive moat and long-term prospects, he is withholding from taking a position.

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