Michael burry bought PayPal at 49 after saying it was a value trap

Top-Sir-1215 · 2026-04-17T11:56:44+00:00

=== SUMMARY === - The post discusses Michael Burry's recent purchase of PayPal (PYPL) at $49, contrasting it with his previous statements calling the stock a value trap. - The author questions what fundamentally changed to justify the purchase at a higher price and criticizes investors who buy based purely on price action or to manipulate sentiment. - The author maintains a modest long position in PayPal, expecting it to perform adequately, but advises against heavy portfolio concentration. - Quality assessment: Speculation/Noise. The post lacks fundamental due diligence and primarily serves as commentary on another investor's actions and market psychology. === SENTIMENT === MIXED === TRADE IDEAS === PYPL - LONG | confidence: 0.60 | sentiment: +0.30 Speaker: u/Top-Sir-1215 Thesis: 1. THE FACT: Michael Burry recently bought PayPal at $49, and the author currently holds a position in the stock. 2. THE BRIDGE: Despite skepticism regarding Burry's sudden reversal and market manipulation, the author believes the underlying business is stable enough to generate acceptable returns. 3. THE VERDICT: Maintain a modest long position in PYPL, expecting it to "do fine," but avoid over-allocating capital at current levels. 4. RISKS: The stock may actually be a value trap as originally claimed; lack of fundamental improvement between $39 and $49. Timeframe: medium-term Key Points: - Burry bought PYPL at $49. - Questions fundamental changes since $39. - Author expects the stock to do fine. - Advises against heavy concentration.

u/Top-Sir-1215 · Reddit — r/ValueInvesting · April 17, 2026 at 11:56 · ⬆ 17 pts · 💬 36 comments | View on Reddit ↗

AI Summary

Summary

The post discusses Michael Burry's recent purchase of PayPal (PYPL) at $49, contrasting it with his previous statements calling the stock a value trap.
The author questions what fundamentally changed to justify the purchase at a higher price and criticizes investors who buy based purely on price action or to manipulate sentiment.
The author maintains a modest long position in PayPal, expecting it to perform adequately, but advises against heavy portfolio concentration.
Quality assessment: Speculation/Noise. The post lacks fundamental due diligence and primarily serves as commentary on another investor's actions and market psychology.

Score 17

Comments 36

Upvote % 90%

Ideas

u/Top-Sir-1215 Reddit r/ValueInvesting

Michael Burry recently bought PayPal at $49, and the author currently holds a position in the stock. Despite skepticism regarding Burry's sudden reversal and market manipulation, the author believes the underlying business is stable enough to generate acceptable returns. Maintain a modest long position in PYPL, expecting it to "do fine," but avoid over-allocating capital at current levels. The stock may actually be a value trap as originally claimed; lack of fundamental improvement between $39 and $49.

This Reddit post, published April 17, 2026, features u/Top-Sir-1215 discussing PYPL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Top-Sir-1215 · Tickers: PYPL

Michael burry bought PayPal at 49 after saying it was a value trap

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