Twisto has 1.6 million customers in Czech and Poland. With user numbers (consumer data) like that, I'm more than happy for Larry to target some more of these bnpl brands for acquisition:
Addi, Affirm, Afterpay, Akulaku, Alipay, Bread, Brighte, Beforepay, Billease, Bundll, Cashalo, Douugh, EmpatKali, Finzi, Finme, Flipkart, Flexpay, Grab, Gopay, Hoola, Humm, ISentric, Jungle, Klarna, Latitude Pay, Lazy Pay, Laybuy, Limepay, Open Pay, Oriente, Paidy, Paypal, Paytam Postpaid, Credit Payright, Razer, Rely, Sezzle, Slice, Simpl, Split, Splitit, Tendopay, Uplift, Wowmelo, Zestmoney, Zebit, Zip.
It's just an observational thing but I don't like the predatory behavior of Amazon and sense that Amazon will soon try and muscle in on bnpl because it muscles in on everything else.
I don't mind if it takes more Z1p shares on offer to acquire more bnpl companies. Japan should be the next target market because it's the third or fourth biggest economy on earth, which means Paidy should be the next target.
Yes, Z1p needs a Vanguard Group, Blackrock or Berkshire Hathaway to invest (as their usual 6% or thereabouts holdings would certainly steady the boat) but, I reckon they'll target Z1p when there's fewer players. Right now, it's a booming / inflating industry that appears to be in the early phase of bubble.
Those big investors target companies that have monopolies or massive global market dominance.
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