Calls
1
u/Choice_Potato_6279
Reddit r/ValueInvesting
Win Rate
100.0%
return
+44.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 11
$40.98
+44.2%
Author believes PayPal is heavily discounted, citing a historical parallel to GE's turnaround. Market pessimism over competition may be overdone; growing total addressable market supports re-rating. A contrarian long on a beaten-down, high-quality payment processor with secular tailwinds. Continued share loss to competitors (e.g., Stripe, Square), margin compression, or macro slowdown in e-commerce.
Author believes PayPal is heavily discounted, citing a historical parallel to GE's turnaround. Market pessimism over competition may be overdone; growing total addressable market supports re-rating. A contrarian long on a beaten-down, high-quality payment processor with secular tailwinds. Continued share loss to competitors (e.g., Stripe, Square), margin compression, or macro slowdown in e-commerce.
Payments & Fintech
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u/Choice_Potato_6279 has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: PYPL.
