Hello mate, thanks for the tag & thread.
Ive stayed away from BNPL, I never like being late to a party unless I’ve had the time to really research & see upside to valuations. I haven’t taken the time.
There is one in that space that I’ve taken a position - CRO. I don’t imagine you will like the valuation but I see some interesting innovation in what they do, partnering with the big names in finance, the potential TAM they are tapping into... I had to have a dabble even though she is already at recent multiples, I only jumped in yesterday.
Im a huge believer in IFT and AXE going fwd, if you want to take an early stake in 2 x potentially transformational tech projects.... it’s not too late. I’m calling $2-$10 on that stock and it may happen within 1-2 yrs. Partnership with IBM, world leading brains, state of the art labs... I’ve dug in deep there.
Tell me about your attraction to motorbike thingies. Hi
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