Weekly Innovation Review (WIRE) #47
Headline Developments: As has been widely expected, China has moved to greatly reduce the time under-18s spend playing computer games. Under the...
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BNPL Industry Through an ESG Lens
The BNPL industry witnessed unfettered growth and far outpaced relevant regulations and protocols, leading to market concerns. This article...
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Weekly Innovation Review (WIRE) #40
Headline Developments Apple (AAPL) and Goldman Sachs (GS) are reportedly partnering to launch a buy now, pay later (BNPL) service through Apple
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Payment Companies Update: Reining in Positive Recommendations
​In the present volatile investment climate, only Klarna remains on our buy list due to solid execution and attractive valuations; our caution...
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BNPL Companies; Risk on Phase, Stick with Buy on Klarna (KLAR US), Lifting Short on Affirm (AFRM US)
A switch to "risk on" in markets and the stock's recent de-rating drives our​ closing out of Affirm's sell; we keep Klarna on a buy rating for deep...
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