The Feed / FOUR / #013627
TARGET · FOUR

FOUR → $135.00 by Sep 19, 2029.

A
Always_Curious_One2reddit
via r/ValueInvesting
· Published Sep 20, 2026 17:48 · Valid until Sep 19, 2029 · ACTIVE
Entry
—
Now
$0.00000141
Target
$135.00
Score
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FOUR’s position serving stadiums, resorts, and specialized venues is unique and defensible (specializing in cross serving spa’s, restaurants, pool service, stadium vendors…. and integrating into their systems. This is not what square or toast do). Earlier in 2026 Four chairman Isaacman eliminated his super voting shares. All common now. Good. And re the preferred - even if the stock stays below $80 common, the Max preferred dilution on conversion to common is 15%. Doing the math on eliminating the preferred …
— ORIGINAL POST · FOUR — very good value · r/ValueInvesting · Sep 20, 2026