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SEZL and PEGA are having a nice little run.
I only started tracking my buys about 6 months ago but in those 6 months had a few that went really well... AMD(+85%) , GOOG(+98%), FSLR(+80%), ASML(+63%) , VIST(+40%) , SEZL(28%) , ADMA(29%) to name a few... However... 2 of my picks went badly lol: CMG(-25%) , TTD( -20%) (I …
SEZL has been beaten up and i see it coming back 3-6 months
SEZL DD pt.2: BNPL, the most misunderstood industry [My original DD for SEZL is here](https://www.reddit.com/r/wallstreetbets/comments/1orfs7w/dd_subprime_split_purchases_sezl/) Previous post if you haven't seen it yet \^, little update on the BNPL space and DD for SEZL: **BNPL is the most misunderstood concept in the credit space right now. It's not nearly as …
Just did a write up on SEZL https://open.substack.com/pub/manuinvests/p/sezl-flipping-the-script-on-bnpl?r=fhw3n&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Curious what you see in them that makes it seem like they have a durable competitive advantage. The numbers looks good at a high level, but there’s a lot of competition in the space and rivals seem to my investing more than SEZL.
SEZL - Catch the Rising Tide Fast-growing (+67% YoY) player in the rapidly expanding Buy Now Pay Later (BNPL) space. Massive runway ahead as consumers increasingly select BNPL at checkout - boosting conversions for merchants and average order values. $SEZL focuses on underwriting consumers with minimal or poor credit history, …
Don't own it, but what an interestin stock SEZL is is. Still growing revenues at pretty high rate, with a relatively low float and decent amount on of insiders that own the stock. The fundamentals look so wonky, with like stock analysis showing a PEG of .05 and Finviz showing …
Hyper growth stock at depressed multiples Since most of the posts here consider declining stocks of companies that go through a rough time (looking at you, NVO) to be value, i'll write about something different today, which i consider value even though the company does not go through a rough …
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Total Off-Exchange Volume: 335259
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 4/15
Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| No recent trades found. | ||
Insider Trades
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Divisadero Street Capital Management, LP | 1,494,617 | $92.3 million | 0.0438% | Sep 30, 2025 |
| Blackrock Inc. | 1,277,764 | $78.9 million | 0.0374% | Sep 30, 2025 |
| Vanguard Group Inc | 1,016,768 | $62.8 million | 0.0298% | Sep 30, 2025 |
| T. Rowe Price Investment Management, Inc. | 571,172 | $35.3 million | 0.0167% | Sep 30, 2025 |
| Marshall Wace LLP | 484,808 | $29.9 million | 0.0142% | Sep 30, 2025 |
| Geode Capital Management, LLC | 478,757 | $29.6 million | 0.0140% | Sep 30, 2025 |
| State Street Corporation | 377,604 | $23.3 million | 0.0111% | Sep 30, 2025 |
| Man Group PLC | 314,410 | $19.4 million | 0.0092% | Sep 30, 2025 |
| Morgan Stanley | 227,495 | $14.0 million | 0.0067% | Sep 30, 2025 |
| Millennium Management Llc | 211,075 | $13.0 million | 0.0062% | Sep 30, 2025 |

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