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#BNPL
Alex Johnson
AlexH_Johnson
Credit card: one product for two very different customer segments.Transactor- uses CC as a safer & more rewarding payment tool. Doesn’t pay interest or most fees.Revolver- uses CC as a
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Sandeep Srinivasa
sandeepssrin
#SundayMorningThoughtsMy next set of Clubhouse invites are "BNPL will kill credit cards"TLDR answer:BNPL is simply the cutting out of VISA/MasterCard by demand powerhouses like Shopify/Square/etc.There's no magical better rate
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Maximilian Friedrich
mfriedrichARK
Last note on PayPal BNPL is pricing: PayPal's normal processing fee, undercuts other BNPL providers by up to ~50%.@CharlieZvible points out that this doesn't matter as long as BNPL provider
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Alex Johnson
AlexH_Johnson
So I finally tried Affirm (to pay for a pair of glasses from Warby Parker).First #BNPL experience and honestly, it just left me with more questions.Particularly in anticipation of Affirm’s
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Cam Iadeluca
cameroniadeluca
1/ Affirm Holdings, Inc. - $AFRMSet to IPO on 01/13/2020, Affirm shares are expected to start trading anywhere from $41-$44, a jump from the previously anticipated $33-$38 range.In this [THREAD
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Mukund Mohan
mukund
Thread on my research on "Buy Now Pay Later" #BNPL companies.Affirm $AFRM, Klarna, Afterpay $AFTPY, Hoolah, Split It, Quadpay, Paypal CreditBill Me later $PYPL, Marcus Pay $GS, Future Pay, Sezzle,
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Fresco
enigma3916
Hey folks - hope everyone is enjoying their weekend. Wanted to share another DD I did on an interesting company in the buy now pay later industry, $FSRV - more
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Alice Tapper
AliceRTapper
#klarNAA Today I’m launching a campaign urgently calling for better regulation to protect young and vulnerable consumers from misleading Buy Now Pay Later products 1/12 #regulateBuyNowPayLaterPlease sign the petition
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Jason Mikula
mikulaja
Hey all - it's that time!I'm going to take a look* at $PYPL's recently released Q4 2020 earnings info & investor update...A THREAD[*remember, I'm not a real financial analyst, but
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Mario 🦊
mariodgabriele
Affirm goes public tomorrow! We'll find out if it was worth the wait. If you're thinking about investing, learn more here or via the deeply researched S-1 Club report (below).
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Jan Tryggvason
jtryggva
There is a reason the big brands in Buy Now Pay Later are not in more countries than they are today, because scaling with #BNPL in #payments is hard. A
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Ignore
ignore89039500
1/ $SZL out with an update that once again fails to disclose anything relating to:- Costs - and in particular there poorly disclosed (and in there only audited annual report
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Curious Capital
curiouscapital_
1/ $AFRM On the surface, there's plenty going for only the second BNPL play to go public ( $AFTPY down under being the first)Ultimately, after taking a closer look, the
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SirBaby
SirBaby6
Long HY bond idea: $CURO Secured '25s 9.5% YTW. Payday lender w US (75%) & CAD (25%) operations. Net debt $600M vs. $200M EBITDA & contract to sell virtual lease-to-own
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Madhusudanan
onlymadhoo
1/n Credit card business is going through a tectonic shift and here’s all that’s happening. CC transfers value from the poor to the rich that is, those who don’t pay
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John Street Capital
JohnStCapital
0/ $PYPL CEO "A digital-first world is no longer our future. It's our current reality & it will forever change the way we interact across almost all elements of our
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