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I don’t track ZIP or any other BNPL player as I believe they’re...

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    I don’t track ZIP or any other BNPL player as I believe they’re heavily exposed to both interest rate and regulatory environments. The ones I’ve had a brief look at are companies with profitless prosperity imho which are outside my investment universe.

    I’m therefore unable to comment on ZIP’s SP performance which, in any event, is a mug’s game.
 
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