Pagaya Technologies Ltd. (PGY): A Bull Case Theory

We came across a bullish thesis on Pagaya Technologies Ltd. (PGY) on Substack by Unconventional Value. In this article, we will summarize the bulls’ thesis on PGY. Pagaya Technologies Ltd. (PGY)'s share was trading at $11.31 as of Feb 11^th. PGY’s forward P/E was 7.13 according to Yahoo Finance.

[caption id="attachment_1236026" align="aligncenter" width="768"] A couple in their kitchen signing loan documents to expand their small family business.[/caption]

Pagaya is positioning itself as a transformative force in the U.S. consumer credit markets, an arena that is broadly...