A little light on the buying front, page-137

@webblinks @upside_down @Permabear @Christos12 @vboy
I changed my nick FYI. I'm still very long here- have net added about 3% to my holding in March (having sold down most of my additional buys)- what about you guys? Still think long-term story in tact, although it looks like it will be challenging to displace Klarna in UK (although they are burning a whole lot of $$$). Only other thing I wasn't sure about was the 9m versus 5m customers in the press release in the US. My guess is they are signalling that they needed to be a lot tighter on credit in the US market than elsewhere....and that the not creditworthy customers are using rival platforms- did you guys have additional thoughts?
@upside_down- how are you doing? hope things are ok.