hey bob, i think your assumption of no cost synergies on GB is too punitive. For GB SME opportunity looks much more playbook and E2E conversion potential there looks very reasonable to me. Enterprise its hard to say and its up to management to execute/demonstrate to market they can compete in this space. One/two wins might dramatically change sentiment but we'll see.
Yes, I think you’ll probably end up being correct. I’m purposefully being (perhaps too) conservative to see what the market is pricing in to the stock. Based on my analysis, expectations seem really low, which is a good thing. Any kind of execution in-line with management’s aspiration would be very bullish.
Great Article — Shift 4 is a really interesting one. I also just published a deep dive on the company if anyone wants another perspective on it! https://substack.com/@stonemountainresearch/note/p-189720240?r=1ml5j6&utm_source=notes-share-action&utm_medium=web
hey bob, i think your assumption of no cost synergies on GB is too punitive. For GB SME opportunity looks much more playbook and E2E conversion potential there looks very reasonable to me. Enterprise its hard to say and its up to management to execute/demonstrate to market they can compete in this space. One/two wins might dramatically change sentiment but we'll see.
Yes, I think you’ll probably end up being correct. I’m purposefully being (perhaps too) conservative to see what the market is pricing in to the stock. Based on my analysis, expectations seem really low, which is a good thing. Any kind of execution in-line with management’s aspiration would be very bullish.