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do you think lew can actually grow credit sales without getting hammered on bad debts. their whole model de…by @cape_steel on $LEW

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Steel@cape_steel·Neutral

do you think lew can actually grow credit sales without getting hammered on bad debts. their whole model depends on that mass market credit appetite and load-shedding is killing discretionary spend. at r88.00 feels like people are pricing in a recovery that might take years.

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