"Zip may be growing TTV but it's also growing losses and will never ever make a profit."
I can see the bubble forming in bnpl and sadly, I hold dou, which probably has Humm wishing they'd never backed that startup "ethical bnpl" dou.
One indicator of a bubble is criminal activity from multiple new sources before it's reined in by government regulation. So yeah, the bubble is becoming apparent.
What I also see is that Z1p has an enormous growing user base which provides mounds of data. It's all about the data and how the data is used. Look, here's 3 uses of data from lowest earning to highest earning:
a) The easiest course to take with data is to sell it straight up but that's like a rental car company selling all its cars to another car rental company. It's short-sighted to just sell it.
b) Take the data and then value add to it- crunch the data and discover for example that a customer buys high end audio equipment. Then sell their probable future purchases data for more than straight data.
c) Crunch the data for targeted personalized adverts/deals. Companies pay Z1p to personally target users.
I can see far more potential here than straight up bnpl.
# Whichever bnpl signs up the most users and considers how to deploy that information, well, they may actually end up being a new tech giant .
Do you remember Minority Report where billboards and certain locations in stores triggered personalized adverts? Well, the future ain't about billboards- it's all about mobile phones.
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Open | High | Low | Value | Volume |
$2.99 | $3.00 | $2.92 | $34.68M | 11.76M |
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No. | Vol. | Price($) |
---|---|---|
4 | 156124 | $2.94 |
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Price($) | Vol. | No. |
---|---|---|
$2.96 | 90330 | 8 |
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No. | Vol. | Price($) |
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4 | 156124 | 2.940 |
3 | 17833 | 2.930 |
18 | 197711 | 2.920 |
17 | 98076 | 2.910 |
48 | 387783 | 2.900 |
Price($) | Vol. | No. |
---|---|---|
2.960 | 90330 | 8 |
2.970 | 21071 | 5 |
2.980 | 120314 | 7 |
2.990 | 65813 | 11 |
3.000 | 467806 | 22 |
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