Can you enlighten us all on any other issues we may have missed,...

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Worker101

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03/09/19

17:12

Post #: 40295229
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Originally posted by feelingfirsty ↑

I reckon I must be a bit stupid then. I get the model I think it's great.

What I don't get is the lack of analysis that appears to occur on this thread.

what you have pointed out is deliveroo and Uber have just been told by the hospitality industry that they can go and fu,,, themselves? Unless I am I reading that wrong.
also there was and till is a battles going on between them as menu log reinvigorates.

now what you didn't point out was the hammering that margins got.

i think the growth will come via expansion and scale. But it can be undone quickly by a price war / margin war.

on a side note I lurk alot around these forums and from the posts I have seen in this apt chat i am startled at the poor grasp of risk the majority of comments seem to have.

the way the majority of commentators speak is as if afterpay have a legislative Monopoly with no downside. Which frankly is terrifying.

i truly hope it works out for you all ( and I think it will) however the absence of true discussion on the risks of this stock from legislation, competition etc is mind boggling. Not what I am used to at all.

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Can you enlighten us all on any other issues we may have missed, perhaps if you ask your mentor he may give you some advice in a polite manner and you can share it with us. Thanks

APT Price at posting: $31.93 Sentiment: Buy Disclosure: Held
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