LongFOURAug 2026
Shift4 Payments, Inc.
Shift4 is a vertically integrated payments business with powerful positions across restaurants, hospitality, stadiums, entertainment venues and luxury retail. Emeth believes…
Emeth Value Capital, LLC
Concentrated long-term fundamental value investing focused on deeply researched businesses trading below intrinsic value.$57M AUM1 published idea
Emeth Value Capital is an investment adviser led by Andrew Carreon that emphasizes fundamental company research and a multi-year investment horizon. The portfolio is substantially more concentrated than a broad global index, and the firm increasingly uses proprietary AI-enabled workflows for research, ownership monitoring, insider activity and company-specific diligence.
Ideas from Emeth Value Capital, LLC
Letters covered
- 2026 H1 LetterAugust 12, 2026
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