Portfolio manager’s view on BNPL boom – stock picks, outlook and key trends
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StockTalk is a Stockhead video series featuring a roundtable of experts discussing a new investment topic each week. In this edition, host Dr Nigel Finch discusses the red-hot BNPL market.
In the expert hot seat this week is Dean Fergie, director and portfolio manager at Cyan Investment Management.
The pair discusses a range of topics, including the recent BNPL price action, Cyan’s early investment in Afterpay (ASX:APT), BNPL trends in the big and small ends of town, the difficulty of valuing BNPL stocks, Dean’s stock picks and more.
So click above to tune in.