• Brett Schafer

Deep Dive: Simon Erickson Talks Affirm

Listen On:

  1. Spotify

  2. Google Podcasts

  3. Apple Podcasts

Show Notes

It was great to have Simon back on the show. Here are the questions we asked him about Affirm:

  1. How you found Affirm? How long you’ve followed it?

  2. Overview of the business

  3. BNPL is a really competitive market. What makes Affirm different from competitors?

  4. Management/ownership

  5. What does the economics of the business look like? Financials/margins/capital requirements

  6. What does the valuation look like today? Why could this make a good investment?

  7. How do you think about Peloton customer concentration? Benefit or a concern?

  8. What’s the most promising new product/partnership coming down the line?

  9. Is the Apple and Goldman Sachs BNPL partnership a potential threat?

  10. What could go wrong? What’s the biggest risk to the business?

Listen to the full show to hear the answers to his questions.

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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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