Last Oct-Dec, I full ported and called $SEZL at $50-80. It has since peaked at $180 and is now trading at around $110 - my thesis points all came true. As fintech/BNPL is popular to hate on, feel free to counter my points in the comments. $KLAR is fundamentally mis-priced at $12.50/sh and will be re-rated to $20-25 around release of Q4 earnings (Feb 2027) as my base case, and bear case re-rating will take place around Q1 earnings (May 2027). Price action in the next month might be dog poop thoug
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