goeasyGSY.TODON'T BUYOct 14, 2025Stock price when the opinion was issued
As of Jun 02, 2026. Market Open.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They can adapt their pricing fairly easily with higher rates. Business could also improve if customers get tighter on money with rates rising. The company has been growing and recent large dividend increases makes it attractive. Unlock Premium - Try 5i Free
Really great job building out the business, upgrading loan portfolio, adding adjacent businesses. A complicated business, difficult to get a handle on what's going on under the hood, so you have to have a lot of faith in management.
Short report highlighted that issue. That's why his firm doesn't get into complex companies that use the balance sheet to finance things. Multiple is still full despite the drop. On the sidelines. Better opportunities elsewhere.