Сигналы
1
u/SpareSniper7
Reddit r/ValueInvesting
Винрейт
100.0%
доходность
+33.8%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
26 мая
$44.18
+33.8%
PayPal generates $6.4B in annual OCF, returns $6B via buybacks, and trades at $45 (46% discount to FY2026 intrinsic value). The market prices only the legacy wallet decline, ignoring Venmo ($1.7B rev, 20% growth), advertising platform, BNPL (better unit economics than Affirm), PYUSD, and Google partnership — all with upside not in models. Core business provides downside protection; growth drivers offer asymmetric upside, targeting 22% 5-year CAGR. Continued share loss to Apple Pay/Shop Pay, failure to monetize Venmo users (33M unconverted), regulatory clampdown on BNPL, or macro slowdown hurting transaction volumes.
PayPal generates $6.4B in annual OCF, returns $6B via buybacks, and trades at $45 (46% discount to FY2026 intrinsic value). The market prices only the legacy wallet decline, ignoring Venmo ($1.7B rev, 20% growth), advertising platform, BNPL (better unit economics than Affirm), PYUSD, and Google partnership — all with upside not in models. Core business provides downside protection; growth drivers offer asymmetric upside, targeting 22% 5-year CAGR. Continued share loss to Apple Pay/Shop Pay, failure to monetize Venmo users (33M unconverted), regulatory clampdown on BNPL, or macro slowdown hurting transaction volumes.
Платежи и финтех
Показано 1 из 1 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У u/SpareSniper7 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: PYPL.
