2024-03-07 17:04:03 ET
Affirm Holdings Inc (AFRM)
Morgan Stanley Technology, Media and Telecom Conference
March 07, 2024 11:45 AM ET
Company Participants
Michael Linford - Chief Financial Officer
Conference Call Participants
James Faucette - Morgan Stanley
Presentation
James Faucette
All right. We'll go ahead and get started here this morning. Thank you very much, everybody, for joining us here to talk with the firm. On the fourth day of our Morgan Stanley TMT Conference. Very happy to have Michael Linford CFO of Affirm here.
But before I get started with Michael, I do have an important disclosure to read please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representatives.
So just as an introduction, I'm James Faucette, I lead fintech research for Morgan Stanley. And as I said, I'm very happy to have Michael here to talk about Affirm. And it's -- it's kind of like in a lot of ways, I don't know what could be more daunting than saying, "Oh, yes, we're going to go and we're going to figure out how to not only changed the way payments get made in some ways the way credit is extended and build it all from scratch." So you're a brave man, Michael. I mean to say that.
Michael Linford
We certainly don't lack for audacious thinking.
James Faucette
Audacious ambition, right?
Michael Linford
We have it. That's right.
Question-and-Answer Session
Q - James Faucette
Look, I think one of the places -- the place I wanted to start this morning is that people in the investment community and just like in life in general, we rely pretty heavily on our own anecdotal and personal experience to form our views of what's happening in the world. But a lot of times, that's different than reality. And so -- or at least the broad-based reality....
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Affirm Holdings Inc (AFRM) Morgan Stanley Technology, Media and Telecom Conference (Transcript)