Скачать или смотреть Is FCFS the Recession Stock No One’s Watching?

FirstCash Holdings (FCFS) is a name I hadn’t covered before—but after their Q1 2025 results and the broader macro environment, I took a closer look. The more I dug in, the more compelling the setup looked.

In this video, I break down:

FCFS’s strong Q1 earnings, same-store loan growth, and margin strength

How currency tailwinds in Mexico are already outpacing company expectations

Why pawn shops might thrive in this type of recessionary, tariff-heavy backdrop

What the long-term compounding has looked like—and where debt and acquisitions fit in

Why I initiated a starter position despite the stock sitting at all-time highs

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🔒 Disclosure:
This video includes affiliate links to Seeking Alpha. If you sign up or make a purchase, I may earn a commission at no extra cost to you. Although I contribute research to Seeking Alpha, the opinions and analysis presented here are entirely my own. This video is not sponsored by Seeking Alpha.

⚠️ Disclaimer:
This video is for informational purposes only and does not constitute financial advice. Always do your own due diligence before making investment decisions.

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💬 Comment below—Would you own a pawn shop stock in this environment?