That Raas article... Copy paste from AF + some "insightful" comparison to EPY, DOU and IOU. EPY has been doing very well recently but this is not at all a comparison point in terms of maturity. The business has been operating for a very long time with a loan book of $200mio. Sounds like a good stock, but not longer in the high growth/spec category. DOU... it's all in the name, right? If that's our comparison, then I'd sell all I have now. IOU, again, great name... with a similar social media pump at the same time last year, and ont he BNPL "hot" list for some time. Why would we want to be compared to those???
It's just the beginning for Spenda!, page-5
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