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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
PYPL , AFRM , SYF

+1 pts



Great research Post. Thx...

By rogoman on May 27, 2021, 1:49 p.m.
Tagged topics: analyst checks , deep dive , fintech , Jefferies , buy now pay later , BNPL

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AFRM , SYF , PYPL

+47 pts



Jefferies data indicate 'marked shift' in consumers towards Buy-Now-Pay-Later, estimates BNPL market will more than triple through 2024 (deep dive)

By realjoe on May 26, 2021, 11:58 a.m.
Tagged topics: analyst checks , deep dive , fintech , Jefferies , buy now pay later , BNPL

Views: 258, Votes: 5, Responses: 3, Attachments: 43
AFRM

+37 pts



$AFRM - Jefferies sees strong growth prospects, but also risks to margins, recommends waiting for a better entry point (deep dive)

By realjoe on May 26, 2021, 11:13 a.m.
Tagged topics: deep dive , fintech , Jefferies , buy now pay later , margin risk , BNPL , Shopify partnership

Views: 233, Votes: 3, Responses: 0, Attachments: 43
PYPL

+10 pts



Through Venmo, Paypal has the opportunity to challange Cash App and become a 'super app' which is all encompassing. Merchants trust paypal and so do...

By yrc7777 on May 22, 2021, 12:17 p.m.
Tagged topics: growth outlook , lower churn , earnings preview , deep dive , cryptocurrency , tough comps , fintech , Deutsche Bank , buy now pay later , BNPL

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

+11 pts



Square has immense potential with Cash App. They are monetising users well and increasing MAU's. They are also using cash app to expanding into lending....

By yrc7777 on May 22, 2021, 10:38 a.m.
Tagged topics: earnings results , cryptocurrency , beat and raise , fintech , Cash App , Needham , BMO , buy now pay later , buy the dip , SMBs , payments ecosystem

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

+6 pts



Thanks for sharing. Although I still see Afterpay as a more compelling investing pick....

By chloe.zhu on May 8, 2021, 8:57 p.m.
Tagged topics: fintech , Morgan Stanley , buy now pay later , Gen Y , Gen Z

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

+35 pts



$PYPL, $SQ - Piper Sandler believes PayPal and Square are best positioned to become potential financial Super Apps in the US

By phenphen on April 9, 2021, 12:27 a.m.
Tagged topics: cryptocurrency , Super App , fintech , Piper Sandler , buy now pay later , BNPL , strong growth outlook

Views: 189, Votes: 2, Responses: 0, Attachments: 15
SHOP , PTON , AFRM

+5 pts



Nice

By beat_the_street on March 23, 2021, 9:57 p.m.
Tagged topics: growing competition , secular growth , deep dive , fintech , Deutsche Bank , buy now pay later , BNPL , new customers , PayBright

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AFRM , SHOP , PTON

+46 pts



$AFRM - Deutsche's expects Affirm to benefit from accelerated consumer demand as new wins ramp up (deep dive from Feb 2021 as requested)

By realjoe on March 23, 2021, 12:44 p.m.
Tagged topics: growing competition , secular growth , deep dive , fintech , Deutsche Bank , buy now pay later , BNPL , new customers , PayBright

Views: 189, Votes: 6, Responses: 1, Attachments: 58
AFRM

+35 pts



ty

By cl.kevin.me on March 16, 2021, 2:26 a.m.
Tagged topics: buying opportunity , penetration , deep dive , Barclays , buy now pay later , buy the dip , BNPL

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

+35 pts



nice

By drmikeinvest on March 15, 2021, 8:31 p.m.
Tagged topics: buying opportunity , penetration , deep dive , Barclays , buy now pay later , buy the dip , BNPL

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

+35 pts



nice

By drmikeinvest on March 15, 2021, 5:27 p.m.
Tagged topics: buying opportunity , penetration , deep dive , Barclays , buy now pay later , buy the dip , BNPL

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

+84 pts



$AFRM - Barclays says a rising BNPL tide in the US is set to lift all boats, with Affirm best positioned

By mooreideas on March 15, 2021, 3:51 p.m.
Tagged topics: buying opportunity , penetration , deep dive , Barclays , buy now pay later , buy the dip , BNPL

Views: 455, Votes: 6, Responses: 3, Attachments: 30
AFRM

+36 pts



Thanks for posting!

By cl.kevin.me on March 7, 2021, 2:18 a.m.
Tagged topics: fintech , Morgan Stanley , buy now pay later , Gen Y , Gen Z

Views: 2, Votes: 2, Responses: 0, Attachments: 0
ADS , AFRM , PYPL , MA , V , GPN , FISV

+72 pts



RBC says Buy Now Pay Later set to further gain share of ecommerce spending, bullish on ADS, AFRM, and PYPL

By phenphen on March 1, 2021, 10:52 a.m.
Tagged topics: analyst checks , eCommerce , secular growth , buy now pay later , BNPL

Views: 186, Votes: 3, Responses: 0, Attachments: 3
PTON , AFRM

+41 pts



thanks

By tokyotwin on Feb. 15, 2021, 11:37 p.m.
Tagged topics: expectations reset , earnings results , fintech , Morgan Stanley , buy now pay later

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

+41 pts



Thanks

By ekmokaya on Feb. 14, 2021, 9:09 a.m.
Tagged topics: expectations reset , earnings results , fintech , Morgan Stanley , buy now pay later

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

+44 pts



thanks

By tokyotwin on Feb. 12, 2021, 5:08 p.m.
Tagged topics: expectations reset , earnings results , fintech , Morgan Stanley , buy now pay later

Views: 4, Votes: 2, Responses: 0, Attachments: 0
AFRM , PTON

+88 pts



$AFRM - Morgan Stanley says buy on weakness as the 'pillars of bull case' are intact

By mooreideas on Feb. 12, 2021, 2:13 p.m.
Tagged topics: expectations reset , earnings results , fintech , Morgan Stanley , buy now pay later

Views: 303, Votes: 6, Responses: 3, Attachments: 7