Yeah I completely agree regarding Zip and I've been very disappointed in their conservative strategy. Obviously there's the possibility of the Amazon partnership in the UK, but we could also be 6 to 9 months away from seeing growth rates drop to 50 to 60% year on year if they don't push that UK expansion. Klarna really seems to have a good foothold in the UK and most merchants I speak to there have heard of them. Zip really should have launched in the states last year.
Sezzle just tend to undersell in general and I think its the nature of the CEO. Listening to the call the answers are so abrupt and he doesn't really elaborate.
SZL Price at posting:
$1.82 Sentiment: Buy Disclosure: Held