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2024-02-15 11:03:56 ET Summary PayPal's recent earnings call strengthens the bull thesis and the company's imbalanced risk/reward at its current valuation. The erosion of PayPal's take rates has been a key concern, but the recent earnings call showed an inflection. First Look ...
2024-02-15 01:30:00 ET Summary Vision Capital is fundamental-driven, bottom-up, and only focuses on investing in long-only publicly-listed equities. For 2023, Vision Capital returned +69.9% versus the S&P 500’s +24.0%. A large majority of our holdings were sold off ...
2024-02-14 05:27:00 ET The S&P 500 index continues to hit new highs early in 2024's trading. Strong corporate earnings, signs of improving economic conditions on some key fronts, and expectations that the Federal Reserve will begin cutting interest rates this year have all helped tu...
2024-02-13 17:02:48 ET Summary Q4 results were strong — but that was completely eclipsed by poor 2024 guidance. Investors didn't like the guidance due to management's “shock the world” statement. In short, management overpromised and underdelivered. But ho...
2024-02-13 16:22:23 ET Summary Previous valuation projected fair price at $56, now at $58.9 (+3.99%). PayPal's stock declined by 7.33% since the first article, aligning with my bearish predictions. Q4 2023 earnings prompted two DCF models: one suggests 58% undervaluation, the ...
2024-02-13 11:55:59 ET More on Bitcoin USD, Ethereum USD, etc. Assessing Bitcoin's Fundamentals Bitcoin Near $50,000, What Next? Ethereum: Catalysts In Plain Sight (Rating Upgrade) Bitcoin slides as stubborn inflation hinders Fed rate-cut hopes Bitcoi...
2024-02-13 10:14:49 ET Summary PayPal reported their Q4 earnings on the 7th of February, which showed a solid performance. The stock initially rose after hours, but quickly declined due to the company's 2024 guidance of flat EPS growth. The guidance was very likely conservativ...
2024-02-13 07:45:00 ET PayPal (NASDAQ: PYPL) reported fourth-quarter 2023 revenue of $8 billion (up 9% year over year) and adjusted earnings per share (EPS) of $1.48 (up 19%), both headline figures that beat Wall Street estimates. So, it makes you scratch your head to see that...
2024-02-13 03:55:06 ET Summary PayPal disappoints investors with no profit growth forecast for the year, leading to a loss in market value. The company continues to lose customer accounts, raising concerns about the relevance of its service. PYPL stock classification is change...
2024-02-12 23:26:23 ET Summary PayPal reported fourth quarter results and while the results were solid, guidance was rather disappointing. Despite declining active accounts and declining gross margins, PayPal still has a wide economic moat around its business in my opinion. An...
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PayPal Holdings (NASDAQ: PYPL) is gearing up for its upcoming earnings report, with Wall Street setting the stage for an interesting outcome. The company, a giant in the digital payments space, competes with other financial technology firms to facilitate online money transfers and payment proces...
2024-07-17 08:25:00 ET Stocks that are trading at low- and discounted-earnings multiples can sometimes be value traps. But other times, it's just due to short-term and temporary factors that the stocks aren't doing terribly well. In these situations, there are opportunities for investors to...
2024-07-16 05:45:00 ET PayPal (NASDAQ: PYPL) was once considered a reliable play on the growing fintech market. It was one of the world's largest digital payment platforms, and it initially generated robust growth after its spin-off from eBay in 2015. But over the past three...