Daily Price Movement / General Discussion, page-44571

I’m excited to see affirms numbers.

global sales down during the period, yes, but Amazon, walmart and shopify. All of those glorious verticals, offsetting any peleton

there’s a risk to zip, of affirm being a hit, and that’s zips last report. It will show how effective affirms capital is, versus how ineffective zips capital is.

Surprisingly (not), was the unspoken report that missed these threads, most probably because it was a miss in itself.

The double edge sword will hit zip yet again, because even if affirm shows solid growth, it will just highlight to potential investors and funds alike, the deteriorating efficiency ratio, huge cash burn and cap raise risk, all driven by underwhelming “organic growth”.

lots of inorganic growth, which seems to still be growing nicely once they bring in sezzle lol

all in my own opinion, do your own research, and just good advice (not investment advice)

#invest wisely(not emotionally)