Michael McCloskey - His journey to become a value investor, Visa and the whole credit cards industry
The Education of a Value Investor
The Relationship Between Afterpay and the Manufacturers Producing the Product
The scale on which this is happening is so infinite test, really small in comparison to the gross market volume that these companies are doing. Patrick calculates that implicit interest rates and he, and he says it's as high as any credit card lending. So, and it's kind of fascinating. And I think that you make a really, really good point and it's an interesting point.
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