The interesting thing about this play though, is its potential ubiquity, as ultimately conglomerates over time may choose to do their own BNPL... don't get me wrong I think this is an expensive stock, but its potentially a true payment play/paas hybrid play, with as big or greater TAM than even APT... as it can be both front end, or paas for a large vendor... I agree that growth has slowed, so who knows if the initial "land grab head start" the others had, is proving to be a barrier to entry...however there are plenty uncharted EU countries they could target.
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The interesting thing about this play though, is its potential...
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