Pagaya Technologies (PGY): A Bull Case Theory

We came across a bullish thesis on Pagaya Technologies on MVC Investing's Substack by M. V. Cunha. As of 14ᵗʰ July, Pagaya Technologies's share was trading at $23.69. PGY's forward P/E was 47.38 according to Yahoo Finance.

[caption id="attachment_1228791" align="aligncenter" width="768"] A businessman holding a check approving a loan while standing in front of a bank's lobby.[/caption]

Pagaya Technologies operates a B2B2C fintech platform leveraging AI to underwrite consumer credit at scale. The company's core business revolves around using proprietary AI models to assess credit...