AFR

AFRM

4 tracked calls · 3 long · 1 short · last 90d: 1L/1S

first called by Invest Like the Best 1y ago

AFRAFRMSHORT2d ago

“It gives people an opportunity to take egregious loans on Chick-fil-A chicken nuggets and pay interest on Chick-fil-A nuggets. ... Pretty brutal PA. It is going to cause the next financial crisis.”

ThreadGuy

Affirm fuels a toxic cycle of micro-loans for fast food, plunging 15.7% in seven days as its structurally flawed model triggers a consumer credit crisis.

AFRAFRMSHORT@ $70.80

$70.36+0.62%

since call Jul 29

peak +1.5%

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AFRAFRMLONG2mo ago

“we're going to grow to hundred billion dollars of GMV... compounding at 25%. And every year and we're going to move our profitability target from 3 to 4%... to 3.75 up.”

TBPN

Affirm is rocketing toward $100 billion in transaction volume at a 25 percent compound rate while permanently raising its baseline profitability.

AFRAFRMLONG@ $68.36

$70.36+2.92%

since call May 13

peak +27.4%

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AFRAFRMLONGPOSITION7mo ago

“he's got great believe that a firm can grow at the rates it's growing at for a reasonable period of time. In addition, they can do it without adding…”

Invest Like the Best

Affirm can keep growing fast without adding headcount by using AI to lean out legal and compliance processes.

AFRAFRMLONG@ $64.94

$70.36+8.34%

since call Dec 16

peak +31.1%

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AFRAFRMLONG1y ago

“We did Affirm, Max Levchin's company... a $20 billion partnership with them where we formed a joint venture with them so they could originate more assets and…”

Invest Like the Best

Affirm-style asset originators scale faster via off-balance-sheet JVs, boosting their operating leverage

AFRAFRMLONG@ $64.01

$70.36+9.91%

since call Jul 15

peak +34.4%

Trade on Robinhood →