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if you have to resort to bnpl i would say these people will be...

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downtoearth

523 Posts.

36

03/09/19

10:30

Post #: 40287671
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Originally posted by StefanF: ↑

Don't listen to snowflakes who consider your point downramping. I think it's a very valid point and I've always been quite vocal about my opinion that squeezed margins are APT's biggest threat. At the end of the day, the BNPL sector is somewhat selling a homogenous good meaning the "product" is almost identical. What isn't identical is word of mouth, first mover advantage, service, quality of app etc.

But yes, very valid question. If you have two BNPL companies that are somewhat equal in quality and customer reach I can't see a reason why a retailer wouldn't force the two to the table and create a price war for the service. This is likely once the BNPL service is mature.

Unpopular opinion and this will likely be considered down ramping, but the smartest investors are the ones that look for and try understand the threats to any stock they are holding.

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if you have to resort to bnpl i would say these people will be signed up to all of them and one day they will just go f k it

APT Price at posting: $31.28 Sentiment: Buy Disclosure: Held
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