Tech: A ffirm Bull Thesis

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6 • 854 Ratings

🗓️ 15 January 2021

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Another week, another big IPO. This time it's former Paypal founder Max Levchin's latest act, Affirm.

We talk through this layaway 2.0 company and how it plans to disrupt the existing consumer financial model.

Stocks: AFRM

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Transcript

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0:00.0	Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.
0:11.0	I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today
0:16.0	we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.
0:20.4	And we're talking energy. And today we're talking tech.
0:23.0	Let's dive in.
0:24.0	It's Friday, January 15th, and we're talking about another big IPO.
0:31.0	I'm your host, Don Lewis, and I'm joined by fool.com's
0:33.8	acute accelerator of articulating awesome asset aloe. Oh you got me Brian you
0:38.6	finally got me awesome asset allowance arguments Brian Brian Feroldi,
0:44.1	as if he needed an introduction.
0:46.6	Was it the allowance tripped you up?
0:48.2	Are you expecting allocation?
0:49.9	Is that the trick?
0:50.9	I was.
0:52.1	You know? Yes? The brain works in mysterious ways. All right now I know. Yeah, you know I had a great run as it turns out.
1:01.2	Dylan great job. Great job.
1:03.0	It took me like 30 tries to get you.
1:05.0	So success.
1:07.0	Well if listeners can't figure it out, we're talking about a company that starts with an A given the
1:11.4	alliteration that Brian dropped in his title.
1:13.4	Specifically, we are talking about a firm today and this is a show that our colleagues,
1:18.0	Matt Frankel and Jason Moser did a little while ago back in November when the
	...

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