ZIP 1.93% $1.78 zip co limited..

I dont think its that bad - this is Sep Q data so doesnt take...

  1. 13 Posts.
    I dont think its that bad - this is Sep Q data so doesnt take into account recent growth, black friday etc. Quad has grown better then APT in US recently.

    Affirm is going public soon and was valued at $3bn last year, IPO could be anywhere from 5-10bn.

    They are similar to Zip and finance longer term items (like Peleton) so assuming Quadpay is 1/2 the size thats US 2-5bn for the US Quad business alone.
    Last edited by beersandwich: 03/12/20
 
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