A new feature piece for MM subscribers, James will be sitting down with an analyst each week for an in-depth dive into a stock on the MM radar. The series starts with Danny Younis who covers Wisr (WZR). We hold the consumer finance business in the Emerging Companies Portfolio and are bullish. The ~30 minute discussion about the stock covers off a number of key points about why we like the company including:
Key growth drivers – how this company is growing and should continue to do so
Funding mechanisms – how they have and will reduce funding costs, an important part of making a financial firm profitable
Management – with direct access to the management team, Danny provides great insight that a large chunk of the market doesn’t get to see
