Who's circling? Affirm or Block Inc????, page-37

I sold the majority of my holdings in the 8s, a nice profit from $1.7. Still holding a small parcel which is now underwater (never thought we'd see these levels again).

I don't have much of a view to be honest. My issue with Z1P has always been that it's a follower in a crowded space which means it has very little competitive advantage. It's why I only held them for a short period of time. The risk-reward, in my opinion, is not great but at $1.32 is better than at higher levels. Will Z1P be able to defend margins in an increasingly competitive landscape? Can they scale fast enough without further dilution shareholders?

A lot of question marks. To be fair my Z1P parcel has dropped to such a small level that I'm really just holding because there isn't much point in selling. I'm just thankful I sold down my holdings. My BNPL success / rollercoaster has made me a better investor. I've learned to take profits after substantial rises in shareprice and it's served me extremely well recently with my BRN and PLS holdings.