Sharif Hossain
π’πžπ³π³π₯𝐞 (𝐒𝐄𝐙𝐋) – 𝐍𝐨𝐰 πŸ—% 𝐨𝐟 𝐦𝐲 𝐩𝐨𝐫𝐭𝐟𝐨π₯𝐒𝐨, 𝐚𝐧𝐝 πˆβ€™π¦ 𝐚𝐝𝐝𝐒𝐧𝐠 𝐦𝐨𝐫𝐞 $SEZL (Sezzle Inc) Q3 2025 numbers just reinforced why I believe in this company’s long-term story. The fintech just crossed $1 billion in GMV, marking a major milestone in scale and momentum. 𝐇𝐒𝐠𝐑π₯𝐒𝐠𝐑𝐭𝐬 𝐟𝐫𝐨𝐦 𝐭𝐑𝐞 π₯𝐚𝐭𝐞𝐬𝐭 𝐫𝐞𝐩𝐨𝐫𝐭:: ● GMV up 58.7% YoY, surpassing $1 billion for the first time ● Revenue up 67% YoY, hitting a new quarterly record ● EPS up 70.5% β†’ $0.75 ● Operating income +70.6%, Adjusted EBITDA +74.6% ● 36000 new subscribers/users this quarter, with a stronger push toward subscription-based products ● Raised FY 2025 guidance and issued FY 2026 guidance, clear confidence in continued growth ● Expanded borrowing capacity = more flexibility and financial strength 𝐌𝐲 𝐭𝐚𝐀𝐞: Sezzle’s story isn’t just about top-line expansion, it’s about profitable growth. They’re scaling volume, improving take-rates, and maintaining cost discipline, something rare in fintech. The move toward subscriptions adds predictability and higher lifetime value per customer. I currently hold 9% of my portfolio in SEZL and plan to keep accumulating as long as management keeps delivering results like this. Solid fundamentals, clear execution, and rising guidance all the ingredients for sustained momentum. $1810.HK (Xiaomi Corp) $VRT (Vertiv Holdings Co) $PLTR (Palantir Technologies Inc.) $PYPL (PayPal Holdings) $KLAR (Klarna Group plc)
1 reply
null
.