The Feed / SEZL / #008273
SELL · SEZL

Sell SEZL by Oct 12, 2026.

D
domdsilvareddit
via r/ValueInvesting
· Published Jul 14, 2026 17:10 · Valid until Oct 12, 2026 · ACTIVE
Entry
$176.66
Now
$188.55 +6.7%
Target
Score
Hi I believe the market has not understood $SEZL. There are 5 reasons I do not agree with the consensus. **Reason #1: Actual Quality of Earnings is an issue!** Total Revenue was $135.5m. Consumer-paid fees were 45% of revenue: consumer fees inside transaction income ($38.1m, 28.1%) + late payment fees ($23.1m, 17.0%) – before counting the subscription ($33.2m, 24.5%), which itself does not make sense for the consumer (Reason #3). Merchant + partner income was only $27.6m (20.4%). **Reason #2: …
— ORIGINAL POST · My Thesis on Sezzle · r/ValueInvesting · Jul 14, 2026