Post by
Natrav54 on Nov 23, 2024 5:27pm
I still believe AFRM is undervalued
I still believe AFRM is undervalued. I asked Co-Pilot what the TAM of the BNPL market would be in 2026 and it suggested $67billion. I then asked what porttion of the BNPL does Afirm have and the answer is 34% and growing and taking market share. AFRM market cap is currently only $17 billion. I think AFRM is the AMZN of the BNPL space. Am I wrong?
Comment by
Natrav54 on Nov 24, 2024 11:54am
The only thing that concerns me is barriers to entry for AFRM.