Afterpay Touch (APT) - An Absolute Screamer

[Joshuatree]

Heres my chance to buy more QFE.

Download Document 2.38MB

[RupertBear]

Good video comparing the BNPL stocks on ASX.

https://www.youtube.com/watch?v=5eLYsZFZiI4
The Complete BNPL 2020 Guide After PayPal's Announcement | ASX Growth Stocks (APT, Z1P, QFE, SZL)
Today we dive in and discuss all things Buy Now, Pay Later (BNPL) after PayPal's announcement entering the BNPL space this week. We analyse and discuss the following stocks: - Afterpay (ASX: APT) - ZipCo (ASX: Z1P) - Quick Fee (ASX: QFE) - SplitIt (ASX: SPT) - Sezzle (ASX: SZL) - OpenPay (ASX: OPY)

thanks for posting this the other day Moka. I found it very helpful, so much so that I did some more research on QFE and SPT and bought a small holding of both. Very pleased To be holding both with todays partnership news

[moka]

Pitt Street Research video
https://vimeo.com/452365283
Friday Beers with Marc & Stuart: The BUY NOW, PAY LATER Special (28 August 2020)
This week:
0.23 Must read: Our 50-page BUY NOW, PAY LATER report
4.20 A look at the markets after COVID
5.50 Pay your debt before you make new bets Stu!
8.21 Everyone loves Maggie Beer
9.25 The Beer of the Beast

[zgnz]

As the usual busy end of year shopping quarter begins, have seen a flurry of US merchants going live over the last few weeks. GAP, Lululemon, Crocs, Adidas, Ugg (replaced zips Quadpay).

Afterpay is clearly the leading BNPL provider in both the online cosmetics & footwear space in the US. Clothing is getting there, especially with the recent GAP addition.

Also a nice announcement of a collaboration with Simon Group (aka the Westfield of the US) to roll out the instore Afterpay service. There is already a clear overlap of Afterpay merchants & Simon Group tenants already (Forever21, American Eagle, GAP etc)

Feels like it's hitting an inflection point, where all large US retailers will be starting to feel the pressure to offer a BNPL service. Even more so with covid having pushed retailers to reexamine their digital strategies.

[zgnz]

If you're looking for more evidence of a cultural shift underway..

apt-tweet.jpg

[kyanar]

If you're looking for more evidence of a cultural shift underway..

apt-tweet.jpg

I would have pointed more to the fact Pizza Hut accepts Zip Pay to be honest... You can legitimately pay off a large(hah!) pizza in four easy fortnightly payments.

[zgnz]

Nice piece on the Afterpay story on 60 minutes

[mikeybycrikey]

Looks like there is an offer from Square to buy Afterpay. $126 per share. All stock offer, obviously, given who it has come from. Could be interesting.

[winner69]

Looks like there is an offer from Square to buy Afterpay. $126 per share. All stock offer, obviously, given who it has come from. Could be interesting.

Truly amazing story is Afterpay

Jeez, $39 billion is huge

Well done those who saw the opportunity

[Jaa]

An absolute screamer indeed and a 17 bagger since I started this thread....

We can't even say it was hidden, literally the most tipped stock back then in January 2018.

Always seemed too expensive to me