That Raas article... Copy paste from AF + some "insightful" comparison to EPY, DOU and IOU. EPY has been doing very well recently but this is not at all a comparison point in terms of maturity. The business has been operating for a very long time with a loan book of $200mio. Sounds like a good stock, but not longer in the high growth/spec category. DOU... it's all in the name, right? If that's our comparison, then I'd sell all I have now. IOU, again, great name... with a similar social media pump at the same time last year, and ont he BNPL "hot" list for some time. Why would we want to be compared to those???
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