The recent partnerships legitimize Sezzle as a leading BNPL...

The recent partnerships legitimize Sezzle as a leading BNPL player and I think the market is missing this. Before Discovery and Target, Sezzle was essentially a BNPL provider to smaller and arguably riskier online merchants. While there is a VERY long tail of smaller retailers in North America Sezzle has now shown they can also play in the big leagues. I always thought Zip was a more obvious target for any strategic N.A. buyer but I don't think this is the case anymore

If Sezzle continues to sign deals with major partners, the stock should re-rate nicely. Still trades at a significant discount to other listed players