Latest ideas and analyses related to buy now pay later

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BAC , C , JPM

+48 pts



If #BNPL is sub-prime in a new dress, it it really a major threat to banks?

By realjoe on Dec. 22, 2021, 10:47 a.m.
Tagged topics: buy now pay later , BNPL

Views: 226, Votes: 9, Responses: 0, Attachments: 1
AFRM

+37 pts



CFPB BNPL Inquiry Likely Only Informational; AFRM Well-Positioned From A Regulatory Standpoint

By KHUN on Dec. 20, 2021, 5:54 a.m.
Tagged topics: analyst checks , buy now pay later , payments ecosystem

Views: 64, Votes: 7, Responses: 0, Attachments: 1
AAPL , PYPL , AFRM

+1 pts



thanks...

By George88 on Nov. 11, 2021, 2:08 p.m.
Tagged topics: fintech , Jefferies , buy now pay later , BNPL

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

+10 pts



Thanks a lot for providing this research very helpful. Given the macro trends (stronger consumer post covid) and industry trends away from cash MA is...

By GekkoJLDN on Sept. 29, 2021, 12:22 p.m.
Tagged topics: product launch , fintech , JP Morgan , buy now pay later , BNPL

Views: 1, Votes: 1, Responses: 0, Attachments: 0
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: 231, 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: 238, Votes: 4, Responses: 0, 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
AFRM , PYPL , AAPL

+44 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: 795, Votes: 3, Responses: 2, 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: 175, 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: 201, Votes: 4, Responses: 4, Attachments: 14
AFRM

+35 pts



$AFRM Barclays (July 13 2021) - Apple Pay Competitive Concerns

By corbinw22 on July 15, 2021, 1:17 p.m.
Tagged topics: Apple Pay , Barclays , buy now pay later

Views: 82, Votes: 3, Responses: 0, Attachments: 2
AFRM , AAPL

+33 pts



$AFRM - Barclays says Apple Pay competitive concerns overblown

By realjoe on July 14, 2021, 11:26 a.m.
Tagged topics: growing competition , fintech , Barclays , buy now pay later , BNPL , concerns overblown

Views: 277, Votes: 2, Responses: 0, Attachments: 2
AFRM , SHOP

+37 pts



$AFRM - Jefferies says app download data indicate tailwind to AFRM volumes, and reveal typical BNPL customer

By phenphen on July 8, 2021, 10:54 a.m.
Tagged topics: analyst checks , app downloads , Jefferies , buy now pay later , BNPL

Views: 238, Votes: 5, Responses: 0, Attachments: 2
PYPL , AFRM , SYF

+5 pts



This space is undoubtedly going to grow in the next 5 year - and the emerging markets opportunity may be a large one....

By wkid92 on June 20, 2021, 9:25 a.m.
Tagged topics: analyst checks , deep dive , fintech , Jefferies , buy now pay later , BNPL

Views: 3, Votes: 1, Responses: 0, Attachments: 0
PYPL , AFRM , SYF

+1 pts



Great post! Thanks, do you think that more firms will rely on BNPL just like $PTON?...

By kindl.tomas15 on June 8, 2021, 4:57 p.m.
Tagged topics: analyst checks , deep dive , fintech , Jefferies , buy now pay later , BNPL

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