Affirm: Acceleration Across The Board

Summary

  • Today, we will begin our review of Affirm Holdings, Inc. by articulating how it is a beneficiary of a dynamic known as The Innovator's Dilemma.
  • This is the most important component of the thesis, and, even if you're bearish, it would benefit you to consider the concept generally.
  • In short, Affirm now operates from its greatest position of strength in its corporate history, and it is poised to continue growing at a very healthy rate into the future.
  • Looking for more investing ideas like this one? Get them exclusively at Beating the Market. Learn More »

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Accelerating

In 2023, Affirm Holdings, Inc. (NASDAQ:AFRM) held an investor day in which it rigorously detailed the nature of its business and its future prospects.

To save you some time, the one, and most essential, idea shared that day was articulated

This article was written by

17.64K Followers

Louis Stevens is a former U.S. Army engineer officer who holds an MBA and a BA in political science. Since beginning his journey publishing investment research, Louis has become one of the leading analysts in the investing community, ranking in the top .1% according to TipRanks.

Louis created L.A. Stevens Research in which he runs the LAS Index, a basket of stocks chosen via his proprietary method for investing, which has consistently outperformed the indices since its launch.

Whether you're just getting started, a busy professional, or seasoned veteran running a fund of your own, Louis has served folks like yourself throughout his career in equity research and investing. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of AFRM 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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