Enduring Franchises in a Changing World

Shift4 Payments Inc - Investment Case

A discussion on the merits of Shift4 Payments Inc (FOUR) as an investment prospect. Follow my work at: steveplatz.substack.com [https://steveplatz.substack.com] This podcast was produced using AI tools and draws on multiple public sources and company filings. The creators of this podcast have no obligation to update or correct the content, and no guarantee is made regarding completeness, reliability, or future performance. Nothing here is financial advice. Do your own research. The creators may hold positions in the companies discussed, and views may change without notice.

The Solar Panel Recycler With 100-Bagger Potential

A company I believe could become America’s next clean-tech powerhouse — a business that turns solar waste into silver, aluminum, and semiconductor metals, and gets paid to do it. I used Google to generate this podcast. I recommend reading the original write-up to get the precise level of detail and insights: https://steveplatz.substack.com/p/the-solar-panel-recycler-with-100

Frankrikes andra lyxhistoria

Medan investerare jagar mega-caps kan den tysta återhämtningen av SMCP vara det bästa värdet som finns kvar inom europeisk lyx.

France’s Other Luxury Story

As investors chase mega-caps, the quiet recovery of SMCP may be the best value left in European luxury. I used Google to generate this podcast. I recommend reading the original write-up to get the precise level of detail and insights: https://steveplatz.substack.com/p/frances-other-luxury-story

Enduring Franchises in a Changing World

Thoughts on allocating long-term capital to a small set of irreplaceable franchises. I used Google to generate this podcast. I recommend reading the original write-up to get the precise level of detail and insights: https://steveplatz.substack.com/p/enduring-franchises-in-a-changing