Apr. 24 at 6:25 PM
$FOUR is now ~37% below its 200-week moving average.
REMINDER: Don't be a shook baby...
- Management has shown strong capital allocation with
$1B in buybacks.
- The founder bought
$17.6M of stock in the open market after converting his Class B/C shares into regular Class A common stock. He gave up founder control rights and still bought more during the drawdown, which is hella bullish.
- That’s on top of the
$16.2M he bought in 2025, bringing total insider buying to ~
$33.9M.
- Shift4 uses Palantir Foundry for its internal data, AI, and operations layer, which is a real competitive edge.
- The experience economy is growing ~4% YoY globally.
Bought
$30 ITM leaps for Jan 2028. 🫡