Repay Holdings: Sticky Partnerships Power Recurring Revenues And Growth

Summary

• Once integrated with Repay Holdings' payment solution, the partnership tends to become long-lasting.
• The recurring nature of the Consumer Payments segment seems to indicate to have an average tenure of approximately seven years.
• The current boom in auto loans within Credit Union remains a near-term catalyst for RPAY.
• Growth in the B2B segment remains a major uncertainty at this point in time.
• RPAY stands as a wonderful company at a fair price.

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Investment Thesis

I have been researching Repay Holdings Corporation (NASDAQ:RPAY) for some time now and fully understanding the company has been difficult. While RPAY's products and business model interest me, the industry is highly competitive, making me cautious. However, a Dec 2021

Analyst’s Disclosure:I/we have a beneficial long position in the shares of RPAY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.