PERSON DIRECTORY
Andrew Carreon
Andrew Carreon appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital
At roughly $42, Shift4 trades near 6.5x EBITDA against discussed 10–11% organic growth, making durability pivotal.Over 80% of Shift4 Dine installations reportedly come from entirely new merchants, while Global Blue and the withdrawn 2027 $1 billion exit free-cash-flow target leave 12–18 months to test synergies and credibility.