Global equities research in innovation & tech

Vishal Hargovan

An innovation focussed investment company

Granite Bay Capital

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Equity Bottom-Up

Afterpay results pointed to continued outperformance, making it a leader in the global BNPL sector.Afterpay has delivered a very strong set of results with overall underlying sales (GMV) up 106% to $9.8bn putting it on track for north of $20bn GMV in FY21.Afterpay's deal with Stripe will drive further merchant adoption via a seamless integration process. Stripe has extended this functionality to Squarespace with other eCommerce platforms to follow.

Afterpay results pointed to continued outperformance, making it a leader in the global BNPL sector.Afterpay has delivered a very strong set of results with overall underlying sales (GMV) up 106% to $9.8bn putting it on track for north of $20bn GMV in FY21.Afterpay's deal with Stripe will drive further merchant adoption via a seamless integration process. Stripe has extended this functionality to Squarespace with other eCommerce platforms to follow.

Afterpay 1H21 Earnings Calls Key Takeaways