ZIP 5.51% $2.87 zip co limited..

BNPL as a business argument aside, this is why I have always...

  1. 8,124 Posts.
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    BNPL as a business argument aside, this is why I have always liked affirm over zip. Leadership is the single most important factor of a listed company.

    max hasn’t sold a single share, and he hasn’t diluted the instos, funds or any other investor to the eye balls like zip.

    even their warehousing, all done by securitisation removes the added capital risk that traditional warehousing has on listed fintechs/credit companies

    money was all spent in the growth and exclusive verticals, rather than global domination via possibly overpriced satellite start ups

    look at how (almost) perfectly executed Afterpays plan was, thanks mostly to its board.
 
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