Klarna, Affirm, and AfterPay are taking an increasing share of ecommerce payments by offering buy now, pay later (BNPL) to consumers. We take a close look at Affirm, and how it's actually a really old idea whose time has finally come.

A transcript is available on our site: https://www.hellerhs.com/post/the-bnpl-revolution

Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.

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