Sezzle: A Risky Ride With Room To Run

Core Insights - Sezzle (NASDAQ: SEZL) has over 36 million shares outstanding on a fully diluted basis, highlighting its market position in the context of supply and demand dynamics [1] Company Analysis - Sezzle is positioned within the small and midcap investment space, which is characterized by asymmetric upsides, indicating potential for significant growth [1] - The company operates in a competitive landscape, with comparisons drawn to Affirm, suggesting a need for strategic differentiation [1] Industry Context - The analysis reflects a broader understanding of the Industrials and chemicals sector, indicating the analyst's diverse experience which enriches the evaluation of companies like Sezzle [1]