Silent Contrarian

$FOUR Open to any pushback, ideas, or thoughts - from people who've followed the name for years or people who think I'm completely wrong. @FundasyInvestor @Speedwell_LLC @tembelvitesi @AKWilk @TomSmith839 @Dip_Buyer03 @JM_Investment0 @RahulSetty_ @rookisaacman @Shift4

The best opportunities come when a great business has a temporary, fixable problem that the market is pricing as permanent impairment. Price falls. Yield rises. The business keeps compounding. You wait. That's the whole game. I'm still learning it.

Senior in college. Just finished the Perplexity Pitch Challenge - judged by Laffont, Loeb, Hao, and Tepper. My pick: $FOUR (Shift4 Payments). Built the full thesis with @perplexity_ai. Would love feedback from anyone who follows the name: silentcontrar1an.github.io/perplexityshif… 🧵