Jul. 4 at 5:49 PM
$FISV everywhere I go I am seeing more and more Clover pos use, even at places that implemented TOST a year or more ago, which means I am starting to see competitive displacements! I think this is a great sign, combined with their deep finance infrastructure I think this is an excellent long term buy. 8.5x PE and FCF multiple, 6.5x fwd PE…I call that mis-priced.