What is target now?


May be good LT buy there but stock may be dead money for a few Qs if/as recession hits.

They are simply affected by macro, which makes sense.

Question is whether their loans perform better, respectively, compared to fico based loans.

If yes, then they should continue to gain share. It just might be share in a smaller pool for a while.


Ps…where KC at?

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likely a sign of the bottom here:


The joke of the week, right?