On this episode of Chit Chat Stocks, we speak with first-time guest Marc from Manu Invests on BNPL provider Sezzle. We discuss:
(00:00) Introduction
(01:57) Understanding Sezzle's Business Model
(03:35) The Appeal of Buy Now Pay Later
(05:50) Sezzle's Unique Position in the Market
(09:24) Sezzle's Business History and Stock Performance
(13:00) Keys to Sezzle's Profitability
(15:21) Merchant Preferences and Sezzle's Strategy
(17:50) The State of the BNPL Industry
(21:20) Personal Insights on BNPL vs. Credit Cards
(26:34) Understanding Sezzle's Financial Growth
(27:01) Sezzle's Financial Performance and Growth Strategy
(31:30) Sezzle's Future: Market Positioning and Consumer Trends
(36:36) User Experience and App Functionality
(38:53) Valuation Insights and Growth Potential
(44:18) Risks and Challenges in the BNPL Market
(49:54) Misconceptions About Sezzle and BNPL
Manu Invests: https://manuinvests.substack.com/
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.