I rate Shift4 Payments, Inc. ( FOUR ) as a Buy with a word of caution about the high volatility of the 'leisure industry'. In short, if a recession occurs, Shift4's sales will be more sensitive than those ofAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in FOUR over the next 72 hours. I wrote this article myself ...