poly a market darling can fall out of flavour just as quickly as...

poly a market darling can fall out of flavour just as quickly as it went in
afferpay will have to keep delivering really impressive results and start explaining why they are doing so poorly on metrics like losses and importantly their 4.48 % revenue to ttv metric
afterpay have been excellent at sprouting and twisting their results to look very favourably but as time goes on and BNPL becomes more covered by analysts deeper analysis will be done and comparisons will be made across the BNPL sector

profitability will become more and more a focus as will regulatory risk as the years roll by. An d Afterpay is right in the targets on these two topics.

to say that Afterpay always will be the market darling is just ridiculous. A lot of things have to keep happening for it to stay that way. Another thing is they need to grow faster than their competitors. That last piece. It’s not happening.