Jared Isaacman Reveals Shift4’s Next Big Move in Payments

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Chapters:
0:00 - Intro
0:42 - How Does Shift4 Win?
5:24 - Stadium Segment Breakdown
7:18 - CAC Focused M&A
10:38 - Organic Growth
14:08 - Creating Company Culture
16:57 - "Project Phoenix"
19:38 - AI Boosting Productivity
22:37 - International Expansion
25:40 - Best Areas Of Growth
33:02 - Total Addressable Market
34:43 - Opinions on Crypto
36:57 - Getting to know Jared

Disclaimers: This video is purely for entertainment and is in no way a recommendation. This video and description contain affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support!

[hurricanelopez]

this is yet another stock I bought some time ago thanks to Tannor and I am already way up.. same with Nu I'm up almost 50 percent on that one. This channel has made me a small fortune.

[OnChainGaming]

Nice work brooo! Shift4 is going to be huge, Congrats on the interview

[johnkess]

Very impressive. Congrats on getting the interview and thanks for posting it Tannor. Wow!

[thefourthnorseman]

Great interview. Isaacman is a very good speaker who knows (and owns) his company. Just started to look into the stock, it looks promising.

[redbotbluebotmappingrobots]

Awesome interview, exciting look at what the future may hold!

[lilhappy]

Amazing interview Tannor!! Can’t wait for the next one 🎉

[djai]

Respect! You interview some interesting people. I like that Jared Isaacman, speaks so freely about other great players in his industry, Adyen, Block.

[heinzyketchupy]

Congrats Tannor, I’ve been looking into Shift4 too, I just have too many Fintechs

[NiMoTalks]

Racking up some incredible interviews! It's great to hear from Jared!

[farsh]

Isaacman seems quite down to earth. Great interview.

[markom]

Wow dude, this is amazing! Jared is a legend!
Congrats!

[markriley]

Tannor,
Congrats on this very interesting interview. Jared is an impressive leader. Great questions. Loved his response to your integrating culture question. He is very transparent. Learned a great deal through his discussion of different competitors and verticals. Don’t own FOUR yet. Will begin accumulating. Thanks for your hard work.

[AkashTripathi-jpkm]

Let’s go! Feels great seeing you WIN and do bigger things! Cheers

[philiprizzo]

When they wear two watches you know they mean business

[AverageDipBuyerX]

Great interview Tannor! I really hope we can still see that Noto interview in the coming year, I have hope you can pull it off!

[themusic]

18 times forward earnings and cash flows, less than 2 times forward sales for a profitable and free cash flowing company growing top and bottom line over 20% annually with a PEG ratio below 1. Coupled with the fact the CEO and founder is the largest shareholder, doesn’t dilute through SBC and has been actively buying shares himself as well as repurchasing shares with a 8% buyback yield.

Absolute no brainer….you rarely find fast growing tech companies that check all the boxes especially on valuation lol

[WesMcLellan]

Thanks so much for getting us all of this info. Awesome content!!!!

[StarBuccaneers]

Nice interview. I read it as 4Shit CEO LOL

[mattanonysaurousrex]

Jared Isaacman is the sort of down-to-earth CEO I want running a company I'm invested in.

[raymize]

"Great video! Jared's really interesting. Thanks for sharing."