HUM 2.11% 48.5¢ humm group limited

FXL now and International expansion, page-83

  1. 498 Posts.
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    yes I follow your thinking.

    this needs to be validated over time. every quarter will be a decision to hold or sell based on whether or not there's growth in the BNPL division.

    this is an opportunistic investment based on the idea that BNPL adoption will see uptake of all providers including HUMM.

    if this assumption is wrong I will be first to admit it and sell off if / when that happens.

    I have no loyalty to anything, I only look for value.
 
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