PayPay (PAYP) Post-IPO and Payment Companies Update
​Adding GARP play PayPay and deep value Klarna to buy list for their growth potential, while keeping Affirm on sell list for pairs trade strategy...
189 Views
Primer: Scalapay - 17 Feb 2026
Payment solution enabling customers to buy now and pay later through interest-free installments
88 Views
Why Brex Sold To Capital One
TL;DR: Brex’s $5.15B sale to Capital One reflects both its post-2023 comeback, exiting on the upswing (re-accelerating growth to 50% YoY at $700M...
117 Views
BNPL Companies – Re-Iterating Our Bearish View on Affirm (AFRM US)
​Affirm's shares face challenges in competitive BNPL market and credit trends, despite the recent Amazon partnership renewal. Technical factors...
575 Views
Primer: Pipe - 15 Dec 2025
Embedded fintech provider of capital, cards & expense management for vertical SaaS & marketplaces
100 Views