u/Fun-Imagination-2488

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+32.2%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +32.2% Long Return +32.2% Short Return -
Average Return
7d +0.6%
30d +15.3%
90d +15.4%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
PYPL 1ST PayPal H... PayPal Holdings, Inc.
Long
Feb 06
$40.05
+32.2%
PayPal deep value; UK pilot and buybacks to reaccelerate growth
The author argues PayPal is in deep value territory at $39.90 per share, with a $37bn market cap and $6bn/year buybacks that could produce high IRR even with flat cash flow. They see the UK debit/rewards pilot as an underappreciated catalyst that could prove global habit change and shift sentiment this year, while fundamentals reaccelerate in Q4 2026. The main stated bear risk is that PayPal is losing share to Apple Pay/Google Pay and modern PSPs like Stripe/Adyen, with take-rate compression and Braintree's low-margin volume.
Payments & Fintech
REDDIT
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u/Fun-Imagination-2488 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: PYPL.

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