Added to YB: 2026-01-09
Pitch date: 2026-01-01
SEZL [neutral]
Sezzle Inc.
+174.42%
current return
Author Info
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Company Info
Sezzle Inc. operates as a technology-enabled payments company in the United States and Canada. The company offers Sezzle Platform that provides a payments solution for consumers that extends credit at the point-of-sale allowing consumers to purchase and receive the ordered merchandise at the time of sale while paying in installments over time; Pay-in-Four, which allows consumers to pay a fourth of the purchase price up front and then another fourth of the purchase price every two weeks thereafter over a total of six weeks; Pay-in-Full that allows consumers to pay for the full value of their order up-front through the Sezzle Platform without the extension of credit; Pay-in-five which allows eligible consumers to pay a fifth of the purchase price up front, and then another four installments every two weeks; Pay-in-Two, which allow consumer to pay half of the value of their order up-front and the second half in two weeks; and other alternative installment options.
Market Cap
$3.8B
Pitch Price
$64.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.37
P/E
27.07
EV/Sales
7.97
Sector
Financial Services
Category
N/A
Buffetts Disciple 2025 Year End Portfolio Update | 90.23% YTD - Sezzle Inc.
SEZL (holding update): BNPL co bought at $43.96 after Hindenburg short report hit. Q4 earnings key catalyst - strong results = undervalued, weak = fair value. Diverged from core strategy in Q2/Q3 hurting results. Held through $180 peak without trimming. Currently +60% but missed major gains due to inexperience.
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