In the US, it’s competition. Trying to apply your flawed logic re stimulus, doesn’t work.
You will see when the likes of Klarna and Affirm report. I think their volume, TTV and customer growth will both be through the roof, especially impressive for Klarna given their huge base numbers already in the uS
Klarna will see huge uplift from Simon deal alone, as will affirm via Walmart, Amazon and shopify
it’s difficult for newer entrants to make logical investment decisions in the current climate and before next reports.
zip are growing ok, but more hurdles to jump imo, hence the recent hires to help.
In the US, it’s competition. Trying to apply your flawed logic...
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$1.50 |
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