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Show Notes
Andy Swan from Likefolio covers Affirm (AFRM) as it loses its Walmart (WMT) partnership. Andy says Affirm is “winning by a landslide” compared to other Buy Now, Pay Later companies. He sees strong consumer preference towards AFRM, citing web visits data, and says it continues to take market share. However, Affirm’s strength will depend on the health of the consumer.
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