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Afterpay Valuation, page-5175

  1. KirbyMuxloe
    654 Posts.
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    02/03/21
    11:53
    Post #: 51447600
    I wouldn’t write them off mate. Much of their performance miss was due to delays in peloton bike shipments from Q4 to Q1. Peloton is their largest customer at 20%.

    Once their Shopify and Wix deals kick in and Peloton resolve shipping and their affirm card is launched they could be a serious contender.

    KM
    APT Price at posting: $126.33 Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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