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Affirm

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 15, 2025 by Alan Waxman · said 10 times in 2 episodes since 2025 · across every show →

Mentions by year

brought up most by Henry Ellenbogen (9), Alan Waxman (1)

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2025 10 mentions in 2 episodes 5 per episode

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Everything said about Affirm, oldest first

Jul 15, 2025 positive
Assertion Supported
Sixth Street formed a $20 billion joint venture partnership with Affirm
“You know, we did the affirm affirm, you know, Max Levchin's company. You know, we did a twenty billion dollar partnership with them. Where we formed a joint venture with them so they could originate more assets and have more operating leverage.”
Alan Waxman Jul 15, 2025 ▶ 54:08 The Investment Firm That Can 'Do Anything' | Sixth Street CEO Alan Waxman · Invest Like The Best
Dec 16, 2025 bullish
Disclosure
Durable's largest public positions include DoorDash, Affirm, and Toast
“Even if I look at durable, among our largest positions in the public markets are DoorDash, Affirm, Toast. We led those last private rounds, right?”
Henry Ellenbogen Dec 16, 2025 ▶ 29:02 Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best
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