Daily Price Movement / General Discussion, page-38026

Nah, I respect your analysis but I don’t think so. Time will tell.

That I’m right again and again and again.

People don’t see how hard it is to acquire customers to use BNPL, they always think its easy to get in the industry but having customers to use it is the problem, Look at klarna struggling to be relevant in australia after almost 2 years here. even the new players can’t get any traction like step pay by cba. Who is even using paypal?? man i’d rather use zip or afterpay,like the app is very convenient for users.

ZIP has bought different companies for this reason, the first mover advantage. I’m a long term holder, I know how this is going to play out.

I know there will be a lot of bigcompanies that will try to come in but they are way too late. And they will soon realise that we have to buy ZIP.

They will be bought out not by a measly 8x revenue. but by at least 20x. put that in my headstone.