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u/Pristine_Arm8260

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
0.0%
return
-3.5%
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
PYPL long -3.5%
Most Mentioned
PYPL ×2
Recent Calls
PYPL long 4 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -3.5% Long Return -3.5% Short Return -
Average Return
7d -1.4%
30d -3.9%
90d -6.1%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Feb 24
$47.02
-3.5%
The post presents a hypothetical scenario where Stripe, a major competitor, could acquire PayPal for a 30-100% premium over its recent average price of $47.49. The author implies that if a knowledgeable competitor like Stripe would theoretically pay a large premium (e.g., $62), it signals that PayPal's current market price is extremely undervalued. This perceived undervaluation creates a buying opportunity for investors before the market recognizes this value. The post suggests a LONG position on PayPal based on the rationale that the company is so cheap that even a competitor would see immense value in acquiring it at a significant premium to its current trading price. The entire premise is a rumor or speculation with no factual basis. An acquisition may never be considered or announced. PayPal's business could continue to face competitive pressure and growth challenges, causing the stock to remain stagnant or decline further, irrespective of any M&A fantasy.
The post presents a hypothetical scenario where Stripe, a major competitor, could acquire PayPal for a 30-100% premium over its recent average price of $47.49. The author implies that if a knowledgeable competitor like Stripe would theoretically pay a large premium (e.g., $62), it signals that PayPal's current market price is extremely undervalued. This perceived undervaluation creates a buying opportunity for investors before the market recognizes this value. The post suggests a LONG position on PayPal based on the rationale that the company is so cheap that even a competitor would see immense value in acquiring it at a significant premium to its current trading price. The entire premise is a rumor or speculation with no factual basis. An acquisition may never be considered or announced. PayPal's business could continue to face competitive pressure and growth challenges, causing the stock to remain stagnant or decline further, irrespective of any M&A fantasy.
Fintech
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u/Pristine_Arm8260 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: PYPL.