I disagree. It’s a totally different company. More focused. shedding all the old platforms, moving into online, really attacking verticals it is successful in and has developed new products such as Bundll,
I am seeing more lending to consumers buying solar systems, dental, IVF than hospitality?
I agree $2+ is a short term target - sat the next 12 months, but $4+ seems perfectly achievable (depending on the macro economy, bad debts etc) in a 2 year time frame,
Mastercard / Dividends / BNPL ^, page-75
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