looking @$150, page-88

It's not one year from then ... Let's see how well it ages by the date i specified....

Higher bond yields have basically zero impact on afterpay as they are fully funded with warehouse facility capacity until roughly $89b in transaction value (only 11% drawn right now for 9.8b ttv) and they turnover their book 15-20 x a year at 4-6% clip each time. Only insto fund analysts and retail losers are selling tech in this market imo. The idea that Amazon, Apple, Afterpay, Tesla, aren't still coming for all the lazy markets like banking, energy, and transport because of a 1.6% ten year rate is ridiculous and irrational.

Anyway, it's just friendly rivalry at the top of the market. I hope mqg and Afterpay both do really well.