Reddit Posts
Mentions
SEZL continues to go on a strong run. Not the biggest fan of BNPL, but it was too cheap to pass up. A smaller defense company I own is having a great run too. Up like 30% yesterday and 7% today. There are some really great names out there, just need to turn over some rocks.
I am once again imploring you to buy SEZL, 10% gain today
SEZL is really cheap on what you are getting, not a fan of the space, but not bad. MSFT doesn't actually look too bad these levels. EVER is a boring auto insurance company but growing EPS and revenue with high ROIC. IBEX is buying back a ton of stock and trades at really cheap levels with a lot of growth.
Other stocks: Dying SEZL: +13% so far today
SEZL is BNPL, right? Its financials look ok here and that’s like a 4% buyback at current MC. Nice!
Nice day for SEZL after announcing 100M buyback.
SEZL will be buying 100m SEZL, et tu?
Bought SEZL less than 3 weeks ago and the stock has popped 15% since. BNPL companies are generally very risky but SEZL’s business model seems to be more sustainable than their competitors since their main revenue is not based on their customers going into perpetual debt.
Watching retail flow this morning and it’s a funny combo: **Bullish** * **$BLGO** – PFAS treatment play getting real industry love (AEC). Tiny name, big narrative. * **$ISSC** – literally trading like nobody noticed 20% ROIC + 27% growth. Discounted because it’s boring. * **$SEZL** – officially added to the S&P SmallCap 600. When funds *have* to buy, they buy. * **$NVDA** – China H200 shipments confirmed (again). Data center demand doesn’t care about TikTok bans. **Bearish** * **$PEP** – activist pressure to cut prices. Good for consumers, bad for margins. Pepsi might get “Ozempic’d.” **Neutral (eyes-on)** * **$SPY** – everyone waiting for NFIB + JOLTS + FOMC tomorrow. Market’s on mute mode until data hits. * **$AMD** – still in “regulatory rumor jail” thanks to the NVDA China mess. Could snap either direction depending on clarity.
I will continue to post SEZL until you buy it
Actually got SEZL from a thread by /u/offmychestties, so thanks mate.
Anyone know why SEZL just pumped 7% after hours?
SEZL had some DD that got me in a couple days ago but yeah it's been pretty sparce.
Thought my 12/19 $75 covered calls for SEZL were safe but I might actually lose my shares
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 have to be honest and show my losing picks too, its not always sunshine haha. Study your bad picks as much if not MORE than your wins as you can often learn a lot more from them)
Nice pickup! What's the deal with SEZL anyway?
I’m still kicking myself for not doing a position in SEZL lol. Posted about a few days ago and it’s been running. Not the biggest fan of the business, but one of those names that have gotten really cheap.
It's not too late to join the SEZL train
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 .37 [https://stockanalysis.com/stocks/sezl/statistics/](https://stockanalysis.com/stocks/sezl/statistics/) [https://finviz.com/quote.ashx?t=SEZL&p=d](https://finviz.com/quote.ashx?t=SEZL&p=d) Seems like it has really sold off from it's highs. Just don't know if I want to buy a BNBL company, but what an interesting disconnect between what the market seeing and the fundamentals.
SEZL needs to wake tf up before I lose the house
The IV of SEZL options are quite high, so yeah you would want to either stick to shares or minimize catastrophic loss chance and stick to ATM/slightly ITM. I genuinely see a minimum 50% upside from current prices within the next couple of months. Assuming no black swan event
Do you only own options or stocks as well? And how big are you going for SEZL? Thanks
I think this happened with most stocks. Opened crazy green then went red or ended much lower. Like SEZL or NBIS.
All in on SEZL after earnings today.
I actually did some research into SEZL and looked at their Investor Presentation on their Investors Relations page. [Here's the latest Investors Presentation from 8/2025](https://assets.ctfassets.net/6d085vujy22q/7GSCjSK9aK4cCoJaqsqWR0/04687edad3cef85687c5edc7b466e1fa/Sezzle_Investor_Presentation_2Q25_FINAL__2_.pdf) This company is insane and prints money like no other; it was founded in 2016 and became profitable in 2023 - that's insane. 7 years from founding to profitable. They even bragged about cutting headcount and staff - you don't want to work for this company, just want their stock options. I think the big reason for the huge drop in price is that SEZL was growing triple digits every quarter and it was expected that Q2 2025 would again blow it out of the park, when that didn't happen Wallstreet feared that growth was stalling out and this company was going under. Before the huge dip, SEZL was priced to perfection and needed to exceed that expectation. The US consumer, tariff, retail fear/slump has also dragged down this company. This is a crazy profitable company and BNPL is only growing as US consumers get poorer. They even launched a way that you could pay with the Sezzle app anywhere that Visa Anywhere is accepted in Q4 2023.
SEZL is sizzling!!!! Massive undervalue, still looks like a decent buy at 70, heading for 120 💪💪💪
SEZL and Lulu my biggest positions 90 day turnaround 🫡🤞
Sezzle (SEZL) looking cooked. Down >4% on a day like this... eeesh
TSSI & SEZL, get in now before the masses
DOCU getting rekt after OpenAI launched its DocuGPT product. Eyeing DECK KMX EMN SEZL KDP.
DECK KMX EMN SEZL could be nice long term plays.
SEZL. Went from split adjust $2 to a high of $180 in 2 years. I somehow managed to make $0. Had enough at $10 to retire, though I know I never could have held on the way up, nor sold at the peak.
I'm still holding my shares and bought some leaps dec26 135 calls. At this price the exoectations are way lower and there is a lot of margin for positive surprise. So lets say Q3 they deliver also a 75% yoy growth in rev they will have to raise guidance again and I'm thinking we visit ATH soon. At 25PE even if thr growth were to slow we wouldnt drop much, and that is not the case since SEZL has been accelerating growth for a while now (10 quarters of gmv acceleration yoy) Long term we will be very fine! Lets go
I dont touch medical, insurance nor real estate etc, as I dont understand those industries. So a lot of stocks that get mentioned here are an immediate no for me. I work in tech/semiconductor space, and even tho I follow my industry pretty closely, I still for example found ONTO and CAMT thanks to this sub. Also, I often invest in fintech as my brother works in that industry, so I run some of my picks through him too. And SEZL and DAVE I found thanks to this sub. Also NU and INTR as nice diversification plays for South America. All of these did quite well, and I still hold them. As I said, I combed through probably 100s of stocks on such posts (here and valueinvesting sub) and only picked a couple. Obviously, looking at stocks here, or listening to what folks have to say, is not an investment advice. You should always develop and do your own due diligence.
I'm down 3k on SEZL because I bought at the peak 😅
I got SEZL after their recent drop. I’ll let KLAR settle for a few days/weeks and grab some too. BNPL is here to stay until it gets regulated away.
Chart looks good. SEZL looks similar. UPS...HIMS....too.....SMCI looked good/like that until Friday
yes but SEZL instead bc affirm doesnt make money or at best barely turns a profit
yes: - almost anyone qualifies for a loan - debt is repackaged and resold (CDOs) - massive increase in lending over a short period that said, I'm not shorting any particular company yet (hoping the time comes for SEZL); they just don't seem to actually hold long term exposure to these loans. and overall its not the same as the mortgage crisis - these are incredibly short term loans for low amounts.
I went for OSCR, CRM, CLSK, and my gem that’s oversold SEZL 🔥☄️🚀
!banbet SEZL 94.5 4d
Looking like SEZL has bottomed and is good to buy again. Anybody else looking at Sezzle?
SEZL is actually making money and growing like crazy, it seems like it now has a forward pe less than 30
Why isnt anyone talking about $SEZL
Yeah I’m balls long SEZL under this thesis
Ah, SEZL, the BNPL darling that's been mooning harder than a WSB YOLO on margin. Post-Q2 earnings (dropped August 7, revenue up 76% to $98.7M, beating estimates per Yahoo Finance), it's dipped a bit—trading around $140-150 lately, per recent charts. X chatter's mixed: some fibo bulls eyeing a base build for a push to $200+, others calling a retrace to $75-100 before any real bounce. Analysts on StockAnalysis.com peg targets at $150-180 short-term, but with high valuation and regulatory headwinds, it's no sure thing. If macro holds (no recession panic), yeah, it could bounce—earnings momentum's strong. But remember, stocks don't "gonna" anything; they just fuck your portfolio sideways. DYOR, I'm not your crystal ball. 🚀📉 Sources: - https://www.cnn.com/markets/stocks/SEZL - https://stockanalysis.com/stocks/sezl/forecast/ - https://finance.yahoo.com/quote/SEZL/
u/AskGrok is SEZL gonna bounce?
Is SEZL gonna bounce?
TFW when you bag hold WLDN, PSIX, and SEZL :(.
Whats going on with SEZL?
Listen here: What I am trying to do is hit a 1000%+ on my options, for example, CROX puts yesterday gained around 1000%, SEZL and maybe even TTD are sitting near 10-baggers. Ofcourse I missed, but I did play BROS, MP MATs, AMZN this earning cycle via a time-skewed strange: Buy a calls for 15Aug, and puts for 19SEP, (or the other way around), it is unbalanced depeding on your bullish/bearishness, if you are wrong, the other leg of the option will save your but. But if you are right, and IF the stock hit 10x, well, you are big chillin'. My AMZN calls are down 90%, but my puts (shorter term) were up more than a 100%. For BROS - my calls were up well over a 100%, but puts are again worthless. Similar story with MP. This is becuase they hovered around their implied move. Eventually I will hit a 10x, until then, the other leg will keep saving me.
SEZL getting crushed with no bottom in sight
Add to that list: RDDT, GOOG, ASTS, SEZL
For example, I was more than 100% sure of SEZL fallout. But options were costly, so I let it go
Anyone else watching SEZL with earnings coming up this week?
APP, SEZL, and META. Literally creaming myself today.
Don’t have much advice to give besides mentioning to keep emotions 100% away from any investments. Just want to say nice work on finding SEZL, really good stock there.
SEZL experiencing second wind right now
I can’t stop using my calculator app to go back in time and pretend I invested in SEZL two years ago, held CVNA from 15 the first time it went to 350 and then buy it back at 4, and then everything in HOOD at 35
Now dump your whole portfolio into $SEZL lmao
Hey, Congrats on this massive rally you surfed on $SEZL We have some data suggesting the rally is just getting started. Read the Brown memo below if you want 2Q 25 predicitions. [https://www.dropbox.com/scl/fi/c9an3z6132ogc31tm937e/Sezzle-Investment-Memo-July-2025-Update.pdf?rlkey=bv4ob6wiw40tjirnmewjtj2x5&e=1&st=brzgdot9&dl=0](https://www.dropbox.com/scl/fi/c9an3z6132ogc31tm937e/Sezzle-Investment-Memo-July-2025-Update.pdf?rlkey=bv4ob6wiw40tjirnmewjtj2x5&e=1&st=brzgdot9&dl=0) Btw I bought $Sezzle at 21$ post split and never had the conviction on it as high as going into this ER next month. Cheers
still holding a smol SEZL bag, it feels terrible
May I ask you where did you hear about SEZL? I've heard it in Motley Fool's podcast.
You know what, I was the biggest bull on stocks like CRWV SEZL and TSSI but now that they are straight drilling I have become the biggest bear. PUTS to the EARTHS CORE
Nah I just heard about them, and haven’t been seeing them pumped anywhere on socials like most companies performing this well, so I searched $SEZL on reddit and yours is one of the most recent posts. Only just invested a week ago but already up like 10%. What a stock.
IN THE BBB, people who need help affording food: fewer will get it More Americans who receive food stamps would have to work to keep their benefits. The bill would broaden the existing work mandate to enrollees ages 55 to 64 and parents of children ages 14 and older, as well as to veterans, former foster youth and people experiencing homelessness. Enrollees in the [Supplemental Nutrition Assistance Program](https://www.cnn.com/2025/05/23/politics/food-assistance-gop-big-beautiful-bill-cbo), known as SNAP, the formal name for food stamps, may also face other changes: Many states would also have to cover part of the benefit costs for the first time and pay more of the administrative costs, both of which may force them to tighten benefits, cut eligibility or make other alterations, including potentially withdrawing from the safety-net program. Also, the growth of food stamp benefits would be limited in the future. sad but true, calls on SEZL, Affrim, and any other Buy now, pay later, and door dash
I have never seen anything like SEZL before