Hey mate I know we haven't always seen eye-to-eye on this company but I'm inclined to agree.
Did you pick up on any details as to why Quadpay numbers were lower than expected? What concerns me is that retail sales numbers in US going nuts, Affirm CEO saying their figures were great, Quadpay ran Quadpay Fest which apparently generated huge increase in customers, yet quarterly growth was low.
I also think their logo re-brand is utterly awful and will likely turn some US customers off when they look at the word 'Zop' or whatever it looks like.
Ann: Q4 FY21 - Record Results Building on Global Momentum, page-386
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