1. EachPod

Sezzle Inc. (SEZL): Navigating the Competitive Crosscurrents of the BNPL Revolution

Author
Lukasz Tomicki and LRT Capital Management LLC
Published
Fri 22 Aug 2025
Episode Link
https://gemini.tomicki.net/sezzle-inc-sezl-navigating-the-competitive-crosscurrents-of-the-bnpl-revolution/

I. Executive Summary This report provides a comprehensive fundamental analysis of Sezzle Inc. (NASDAQ: SEZL), a purpose-driven digital payments platform operating within the rapidly expanding Buy Now, Pay Later (BNPL) sector. The central investment narrative for Sezzle is that of a nimble, recently profitable, and high-growth company that has successfully carved out a niche by […]

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