Afterpay Limited
AFTER
position
long
Fred Liu, Hayden Capital
Thesis
Afterpay has a strong brand loyalty among younger consumers who prefer its services over traditional credit cards. The company is expected to scale quickly by acquiring small and medium-sized fashion brands, which will enhance profitability as they charge higher fees to these merchants. Despite initial losses, the business model shows promise as it adjusts risk models effectively during economic downturns.
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