My biggest issue with wzr right now is how much of this "explosive" growth is just adoption related i.e. gaining meaningful market share now and therefore capturing a big base. Being a neobank and doing digital lending is disruptive in its own right but you can find a lot of other companies doing the exact same thing, so I find it hard to fathom a competitive moat here unless we think they can maintain their rates to stay competitive forever
WZR Price at posting:
31.5¢ Sentiment: None Disclosure: Not Held
