The price of Paypal got riddiculous at this point

u/Choice_Potato_6279 · Reddit — r/ValueInvesting · 11 июня 2026, 10:06 · ⬆ 18 очк. · 💬 42 комментариев  | Открыть на Reddit ↗
AI-резюме
=== SUMMARY === - Post argues PayPal (PYPL) is undervalued after price decline, comparing its situation to General Electric (GE) which later rebounded from "dead money" status. - Thesis: Payment processing market is growing, and despite competition, there is room for multiple winners, similar to cloud services. - Quality assessment: This is speculative opinion with limited data or analysis, not a well-researched deep dive (DD). === SENTIMENT === BULLISH === TRADE IDEAS === TICKER - PYPL - LONG | confidence: 0.60 | sentiment: +0.70 Speaker: u/Choice_Potato_6279 Thesis: 1. THE FACT: Author believes PayPal is heavily discounted, citing a historical parallel to GE's turnaround. 2. THE BRIDGE: Market pessimism over competition may be overdone; growing total addressable market supports re-rating. 3. THE VERDICT: A contrarian long on a beaten-down, high-quality payment processor with secular tailwinds. 4. RISKS: Continued share loss to competitors (e.g., Stripe, Square), margin compression, or macro slowdown in e-commerce. Timeframe: medium-term Key Points: - Bullish on PYPL due to market growth - Compares to GE's eventual rebound - No fundamental data provided - Low conviction, more noise than DD - Consider as a watchlist candidate
Оценка 18
Комментарии 42
% апвоутов 75%
Идеи
u/Choice_Potato_6279 Reddit r/ValueInvesting
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.
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This Reddit post, published June 11, 2026, features u/Choice_Potato_6279 discussing PYPL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Choice_Potato_6279  · Tickers: PYPL