Calls
1
u/TheImpudentDog
Reddit r/ValueInvesting
Win Rate
100.0%
return
+19.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 03
$44.18
+19.8%
The author bought PYPL at $45.25, arguing the market overreacted to weak guidance and that the company is still growing (TPV +7% YOY, revenue +4% YOY, operating income +9% YOY). At that price the stock trades at a P/E of 9, P/B of 2.1, P/S of 1.32 and PEG of 1.15, which the author considers an acceptable deal once negative sentiment is stripped out. The author explicitly does not believe in the company's story but relies on the numbers, sizing it as a small bet. Main stated risks are terrible management guidance and a lack of innovation, though the author doubts the company disappears within a couple of years.
Payments & Fintech
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u/TheImpudentDog has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: PYPL.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
