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Sezzle Inc. (SEZL): A Bull Case Theory

We came across a bullish thesis on Sezzle Inc. (SEZL) on Substack by Next’s Substack. In this article, we will summarize the bulls’ thesis on SEZL. Sezzle Inc. (SEZL)'s share was trading at $90.10 as of May 15th. SEZL’s trailing P/E was 30.35 according to Yahoo Finance.

Sezzle Inc. (SEZL) has quietly evolved from a speculative buy-now-pay-later (BNPL) startup into a highly profitable, founder-led fintech compounder with strong alignment between management and shareholders. Operating primarily in the U.S. and Canada, the company offers interest-free installment plans for...