Valuation, page-91

@hankreardon
Good that you sent me something on Afterpay.
I spent some time to try to understand the BNPL model.
And I still do not get it (I mean the valuation, not the product).
So, I will be happy to go on the thread you indicate and have another go about this sector.

I need to better understand your approach.
Obviously, it allowed you to identify some great opportunities early.