AFRM - Affirm: Acceleration Across The Board
2024-04-18 15:37:05 ET
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.
Accelerating
In 2023, Affirm Holdings, Inc. (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 by Affirm's CTO. He remarked,...
Affirm: Acceleration Across The Board