Iceman Capital

Shift4 Q3 2025 Results

Stepping on the Gas

Nov 7 • 

Iceman Capital

7

September 2025

Middleby Corporation (NASDAQ:MIDD)

Restauranteur Essential

Sep 26 • 

Iceman Capital

12

2

June 2025

Shift4’s Acquisition of Global Blue (GB)

Another One

Jun 4 • 

Iceman Capital

8

May 2025

Sir Chris Hohn Transcript from "In Good Company"

Hohn & Tangen 1v1

May 21 • 

Iceman Capital

3

2

1

April 2025

A.O. Smith (NYSE:AOS)

Heat or Treat

Apr 29 • 

Iceman Capital

16

January 2025

Fever-Tree Drinks PLC (AIM:FEVR)

T&G not G&T

Jan 29 • 

Iceman Capital

18

6

November 2024

Shift4 Q3 2024 Earnings Review

Shift4 Q3 2024 Earnings Results

Nov 16, 2024 • 

Iceman Capital

7

1

October 2024

Shift4 Payments (NYSE:FOUR)

One Throat to Choke

Oct 9, 2024 • 

Iceman Capital

11

4

July 2023

Fleetcor Technologies (NYSE:FLT)

Fleetcor Technologies is a global B2B payments business.

Jul 25, 2023 • 

Iceman Capital

13

1

March 2023

Floor & Decor (NYSE:FND)

Floor & Décor Holdings is a leading hard surface flooring retailer in the US.

Mar 14, 2023 • 

Iceman Capital

3

2

January 2023

United Rentals (NYSE:URI)

URI is the largest equipment rental company in the world.

Jan 1, 2023 • 

Iceman Capital

3