My 2c
1) zip is a much better and all rounded product than Afterpay, offering more options and flexibility
2) Quadpay is gaining traction in USA, this is probably the best acquisition to date by zip. Just need to look at tower sensor app ranking and you would know that it’s doing well
3) uk business is unknown at the moment but Australia has always been used as a testing ground for the USA and Europe... since we have similar culture and wealth etc... so I can only assume it will do well there
4) most importantly, Afterpay is trading at 7x market cap than zip. Affirm is around 6x.... based on products and number of customers and various factors... zip should be trading at Around $30
5) the bnpl will allow for 2-3 players so it’s not going to be one dominant the whole industry so zip will do well even if Afterpay is gaining market share
bubble or not bubble who knows but I would own zip over Afterpay at the moment
Zip open tomorrow over $13, page-17
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