I'd say he is just a troll, people feed him way too much. Best...

I'd say he is just a troll, people feed him way too much. Best not respond.

People feed him and his absurd BS way too much. Especially whenever he comes up with valuations, I’ve read at least 5 different valuations in the last 6 months, so yeah BS would be right.

But GF argument that BNPL is too hot/competitive and ZIP will struggle to survive at current cash burn has some slight merit/narrative too it.

I don’t personally believe so from my own personal research, but to discount it entirely would be naïve – but that is why we are investors and able to manage/analyse risk. At least he has some root argument against the sector (somewhat now defunct since Squares acquisition of Afterpay which further gave BNPL a platform). Others like Agoolisa(or whatever his name is) and BOT just drum off trading charts, as if that is some sort of long term indicator of what a stock will do……….