Latest ideas and analyses related to BNPL

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MA

+1 pts



Thanks so much for allowing access to this material. It helps a lot!...

By mattmazurczak on Sept. 28, 2021, 10:55 p.m.
Tagged topics: product launch , fintech , JP Morgan , buy now pay later , BNPL

Views: 2, Votes: 1, Responses: 0, Attachments: 0
MA

+44 pts



$MA - JP Morgan says #MastercardInstallments could be its most revolutionary new product since signature debit

By realjoe on Sept. 28, 2021, 5:25 p.m.
Tagged topics: product launch , fintech , JP Morgan , buy now pay later , BNPL

Views: 241, Votes: 4, Responses: 2, Attachments: 2
SQ

+38 pts



$SQ - Barclays says Square is already in a test-and-learn phase with #CashApp branded #BNPL service

By realjoe on Sept. 20, 2021, 12:36 p.m.
Tagged topics: fintech , Cash App , Barclays , buy now pay later , BNPL

Views: 250, Votes: 4, Responses: 0, Attachments: 2
PYPL

+33 pts



$PYPL - analysts see acquisition of #Paidy as #BNPL industry consolidating to gain scale and increase wallet share

By phenphen on Sept. 8, 2021, 10:28 a.m.
Tagged topics: mergers and acquisitions , fintech , RBC , Barclays , BNPL , Paidy

Views: 274, Votes: 1, Responses: 0, Attachments: 4
AMZN , MA , V

+1 pts



Many thanks!...

By orsova on Sept. 5, 2021, 1:11 a.m.
Tagged topics: growing competition , fintech , Deutsche Bank , Department of Justice , BNPL , concerns overblown

Views: 1, Votes: 1, Responses: 0, Attachments: 0
V , MA , AMZN

+44 pts



$V $MA - Deutsche says regulatory and competition concerns overdone, doesn't see network models changing

By realjoe on Sept. 3, 2021, 11:01 a.m.
Tagged topics: growing competition , fintech , Deutsche Bank , Department of Justice , BNPL , concerns overblown

Views: 321, Votes: 5, Responses: 1, Attachments: 2
AMZN , AFRM

+1 pts



thanks...

By i_sarut on Sept. 2, 2021, 12:22 a.m.
Tagged topics: partnership , eCommerce , fintech , Barclays , BNPL , game changer

Views: 4, Votes: 1, Responses: 0, Attachments: 0
AFRM , AMZN

+39 pts



$AFRM - Barclays says $AMZN partnership is a game-changer, sees 33% upside to F23 street estimates

By realjoe on Aug. 31, 2021, 10:49 a.m.
Tagged topics: partnership , eCommerce , fintech , Barclays , BNPL , game changer

Views: 377, Votes: 2, Responses: 1, Attachments: 2
AAPL , PYPL , AFRM

+1 pts



thanks...

By i_sarut on Aug. 30, 2021, 12:53 p.m.
Tagged topics: fintech , Jefferies , buy now pay later , BNPL

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , AFRM

+1 pts



thanks...

By i_sarut on Aug. 30, 2021, 12:48 p.m.
Tagged topics: analyst raises estimates , analyst raises target , fintech , Morgan Stanley , BNPL

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AFRM , AMZN

+35 pts



Deutsche estimates $AMZN #BNPL deal will bring incremental revenues of $385m to $AFRM

By realjoe on Aug. 30, 2021, 12:12 p.m.
Tagged topics: partnership , fintech , Deutsche Bank , BNPL

Views: 161, Votes: 1, Responses: 0, Attachments: 2
AFRM , AMZN

+41 pts



$AFRM - Morgan Stanley raises target from $73 to $120, says #BNPL with $AMZN will 'meaningfully accelerate' customer growth and usage

By realjoe on Aug. 30, 2021, 11:11 a.m.
Tagged topics: analyst raises estimates , analyst raises target , fintech , Morgan Stanley , BNPL

Views: 257, Votes: 3, Responses: 1, Attachments: 2
AFRM , PYPL , SQ

+32 pts



DA Davidson expects #BNPL consolidation to expand, but says $AFRM unlikely the next target

By realjoe on Aug. 17, 2021, 12:01 p.m.
Tagged topics: mergers and acquisitions , fintech , D.A. Davidson , BNPL

Views: 147, Votes: 1, Responses: 0, Attachments: 2
AFRM , PYPL , AAPL

+52 pts



$AFRM $PYPL - Jefferies explains in detail why retailers use #BNPL

By realjoe on Aug. 16, 2021, 4:21 p.m.
Tagged topics: fintech , Jefferies , buy now pay later , BNPL

Views: 806, Votes: 4, Responses: 3, Attachments: 2
SQ

+1 pts



#gamechanger acquisition...

By toranjaa on Aug. 5, 2021, 10:16 a.m.
Tagged topics: TAM expansion , mergers and acquisitions , fintech , Cash App , buy now pay later , BNPL , Afterpay

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AFRM , SQ

+36 pts



$AFRM - DA Davidson downgrades stock, says Afterpay $SQ deal isn't good news for BNPL competitors

By realjoe on Aug. 3, 2021, 11:42 a.m.
Tagged topics: analyst downgrade , fintech , D.A. Davidson , buy now pay later , BNPL

Views: 184, Votes: 3, Responses: 0, Attachments: 2
SQ

+1 pts



Thanks!...

By GoBravos123 on Aug. 3, 2021, 8:27 a.m.
Tagged topics: TAM expansion , mergers and acquisitions , fintech , Cash App , buy now pay later , BNPL , Afterpay

Views: 1, Votes: 1, Responses: 0, Attachments: 0
SQ

+4 pts



disruptive and inovation...

By GandalfBTG on Aug. 3, 2021, 7:33 a.m.
Tagged topics: TAM expansion , mergers and acquisitions , fintech , Cash App , buy now pay later , BNPL , Afterpay

Views: 9, Votes: 2, Responses: 1, Attachments: 0
SQ

+1 pts



Amazing company...

By GoBravos123 on Aug. 3, 2021, 2:10 a.m.
Tagged topics: TAM expansion , mergers and acquisitions , fintech , Cash App , buy now pay later , BNPL , Afterpay

Views: 2, Votes: 1, Responses: 0, Attachments: 0
SQ

+47 pts



$SQ - analysts bullish on Afterpay acquisition, says it will help Square pull Cash App and Seller ecosystems together

By realjoe on Aug. 2, 2021, 3:48 p.m.
Tagged topics: TAM expansion , mergers and acquisitions , fintech , Cash App , buy now pay later , BNPL , Afterpay

Views: 206, Votes: 4, Responses: 4, Attachments: 14