u/Choice_Potato_6279

Reddit r/ValueInvesting
· tracked since Jun 2026
Calls 1 1 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
PYPL long +3.7%
Worst Calls
No live losers yet
Most Mentioned
PYPL ×1
Recent Calls
PYPL long 1 week ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d
90d
Average Return +3.7% Long Return +3.7% Short Return -
Average Return
7d +3.7%
30d
90d
Result
Result
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Entry
P&L
Thesis
Theme
Source
Long
Jun 11
$40.98
+3.7%
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.
Fintech
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u/Choice_Potato_6279 has 1 trade idea tracked on Buzzberg across 1 ticker since June 2026. Most covered: PYPL.