You’re views have really turned on Zip.
As I genuinely respect your views. I really do want to understand your current logic with respect to these views/ concerns?
1. The business is growing at a phenomenal rate as evidenced by the data.
2. The business now operates in 13 countries.
3. The innovation/ verticals adopted by the company (even more so with today’s investor day release) have been impressive.
4. The addressable market for BNPL remains huge (notwithstanding pivoting into other verticals) to become a true one stop shop provider for all things finance.
5. The share price over 5 years has returned an average of 175% per annum or 878% over 5 years.
Am I missing something with your views?
Marie.
Daily Price Movement / General Discussion, page-28712
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