Good reading. Love that we’re just getting started with AU and we’re doing $2B annualised sales, not to mention there at 10x more millenials in the US.
NTL remained 0.7% with 500% increase in GTV.. that’s amazing. They give a lot of late fee analysis too. Will need to read further. Also good to note they have plenty of debt left to rundown to continue funding more GTV and as they do, ROE will increase
APT Price at posting:
$7.75 Sentiment: Buy Disclosure: Held
