Affirm Holdings Inc (FRA:78P)

€ 73.8 0 (0%) Market Cap: 39.48 Bil Enterprise Value: 39.92 Bil PE Ratio: 0 PB Ratio: 5.07 GF Score: 81/100

Affirm Holdings Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript

Mar 10, 2022 / 12:45AM GMT

Transcript

James Eugene Faucette

Morgan Stanley, Research Division - MD

We'll go ahead and get started here this afternoon. Thank you very much to all of you for joining us here at the Morgan Stanley TMT Conference. Very excited to have the senior management from Affirm to chat today. Before we get started, I'm James Faucette, senior research analyst for Morgan Stanley covering fintech. I do have an important disclosure to read for important disclosures, please see the Morgan Stanley website at morganstanley.com/researchdisclosures. If you have any questions, call your representative.

So this afternoon, excuse me, I'm very pleased to have Max Levchin, CEO, thank you very much, and Michael Linford, CFO here to chat. We've only got about 27 minutes, and I have -- I was looking at -- this is about 2.5 hours' worth of questions, so we'll see how we [edit] a little bit. But maybe to start Max, just articulate -- because this is -- it's fine, because this is the question I probably get most often, is like what's the market opportunity for Affirm that you're going after, and really what's the long-term vision,

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