- Affirm 3Q Earnings (last night)
- Earning Transcript
- Affirm Investor Forum (28 Sept)
- Amazon take Venmo (my blog)
- Affirm Debit+ (my blog)
- Amazon/Visa Battle (my blog)
- Amazon Co-Brand is In Play
November is turning out to be a very big week in payments! The top investor question seems to be how will V/MA be impacted? My response.. In next 2 yrs.. Less than 1-2% of US GDV however Affirm is turning out to be the leading company to watch in creating a V/MA alternative.