CCR has revenue, an interesting business model, and has multiple...

CCR has revenue, an interesting business model, and has multiple streams associated with said revenue. It makes sense to me.

EBIT/EV is acceptable at these levels. So, unlike BNPL (where all the mania is at the moment), this company ticks all those boxes for me.

The reality is retail investors aren’t in for the long haul and that market is leading small-cap price atm. Insto’s aren’t short-selling either, given the Gamestop drama. Once the Gov’t stops handing out free money and forces a reality-check on some folk.... “we’ll see”.

Very few (retail) people understand how money-markets work.

BNPL operates in a highly-competitive industry. They are a form of credit. For every $1 of spend, it would take hundreds of years for that same $1 to be returned in a dividend. And while people say: “it’s a growth industry!”; sure, but always capped at what it is today.... 6% (or less) margin - before losses on those who don’t repay; and certainly due to the competitive (global) financing industry which surrounds them.

I could go on forever, but from someone who has been exposed to loans, money-markets, gov’t, etc. BNPL is going to become the greatest shorting opportunity of a lifetime. Hence, why I love this company.