This Payments Biz Runs Sports Stadiums, Luxury Hotels, and Restaurants - And It's Growing Like Crazy

A view a strong company with growth ahead, smart capital allocation, ties to Musk, and strong numbers that investors should love (so long as the U.S. Economy keeps humming).

The information provided is NOT financial advice. I am not a financial adviser, accountant or the like. This information is purely from my own due diligence and an expression of my thoughts, my opinions based on my personal experiences, and the way I transact. This information is provided for general informational purposes only and should not be considered as personal or professional advice. Your money, your outlay, your risk. This presentation does not provide investing advice in any way shape or form. You will be solely responsible for any decisions you make. If you need to seek any advice, speak to your advisers, accountants or other professionals who you may be relying on for your wealth creation journey. Please do your own due diligence. And by due diligence I mean actually think for yourself before investing your money.

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Last weekend, you took the family to Six Flags. Tickets? Bought online. Entry? A quick QR code scan. When the kids demanded Dippin’ Dots, you tapped your phone at the register—payment approved before you even pocketed it.

A week later, you checked into Wynn Resorts in Vegas. No front desk, no waiting—your room key arrived on your phone. Every charge—drinks at the pool, a steakhouse dinner, a table at XS—seamlessly added to your bill.

And tonight? You’re at Barclays Center. LeBron is in town. The place is packed, but nothing slows you down. You order a drink from your seat—it arrives before the whistle blows. You upgrade your seat—one tap, new ticket loaded. Every payment is instant. Invisible. Effortless.

First of all, you’re a baller. Congrats on that …

But what do these moments all have in common? Well, a company called Shift4 ($FOUR) handled every single transaction. And I’ll be honest I had zero clue who they were until recently. I had seen their CEO Isaacman on the Netflix civilian space flight show, but was blissfully unaware of his company.

Source: Google Images

So who are they?

Well for starters, they don’t run flashy ads. They don’t put their name on checkout screens. They don’t need to. They process billions in payments behind the scenes, running the financial plumbing for stadiums, casinos, theme parks, and hotels—the kinds of places where speed and reliability aren’t optional.

Read on to see why their clients love them and it makes end users lives smooth as silk. I think this one has legs to it so long as the U.S. Economy keeps humming and people keep spending money.