Based on the article I linked to, Sezzle is just under a quarter of Afterpay. Yes, the alignment with the bank will help... a little. The scale of things in the US is way bigger than here. Getting from 8% to 16% is a major leap. Re: Sezzle Anywhere, I just can't see the impetus of many users, especially the key demographics of BNPL, bothering for the most part. Especially in-store. I'm not seeing grey clouds here (well, unless there's a recession), I'm just saying there's a lot of players in the BNPL market, the share price is very attractive right now, and I personally don't see them lasting in the medium-to-long term.
@Paulinski, I indicated that I have been reducing my holdings. I haven't finished selling and, as stated before, I plan to keep a small parcel just in case. I have no interest in shorting, and do not consider myself biased, so your response is unfair and not appreciated. I welcome you to set me to ignore if you feel I am biased.
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Based on the article I linked to, Sezzle is just under a quarter...
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