APT 0.00% $66.47 afterpay limited

Afterpay Valuation, page-176

  1. 654 Posts.
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    FWIW - I took the opportunity to top up again today with another 5% stake addition.
    I don't see any reason to be anything other than confident in this investment until a change in fundamentals alters the investment thesis.
    It is growing so fast and has such a huge TAM, worrying about valuation is just pointless. We are years and billions of $ away from reaching terminal growth rates or anything like it.

    KM

 
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