PYPL

"Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here"

"one the PayPal bull spreads still doing quite okay. Of course with PayPal we still have again the same headlines Stripe and Advent or Advent I think is the name they are still interested in acquiring the company. Now we know that the last time that they made a bid PayPal rejected it and PayPal is now at that price which means that if they were to be acquired I would assume they would have to pay $70 if not more. Ideally, they pay something closer to $80. Whether that will happen or not, I don't "

"Names like Lululemon, PayPal, Fiserve, Zoetas, Marcato, Libre, Flutter, JD.com, Tencent, and Adobe."

"PayPal is up 43%."

"PayPal bull spreads and actually quite in the green right now which is quite quite a nice surprise because stock is trading at around close to $60 per share."

"The PayPal bull spreads are in the green, so they basically cover that, but nothing has changed for me."

"you want to get me a business that is executing on a high level, not like PayPal. PayPal was a turnaround play, completely different. They were not executing on a high level."

"And look at this, even PayPal is green right now."

"Now, for those that are still interested in PayPal, PayPal over the past couple of weeks, as you can see, has gone up back above the 50 weekly here and has stayed over the 50w week, which is very good."

"Heck, we even have PayPal that's up 3 4% today. I'll cover PayPal later in this video because the company did report a quarterly figures earlier today."

"We'll of course go live. Still not sure if we're going to go live or not for PayPal tomorrow, but I guess you'll have to wait and see."

"Still have here the outside ones. PayPal bull spread still untouched."

"Of course, there's also PayPal Tuesday before the open."

"We see a PayPal here, right? A PayPal. I'd be lying if I say, "Oh, you should buy the stock before they report earnings.""

"So I guess I guess they didn't want to pay a little bit more for uh PayPal or maybe just I don't know."

"I believe we even have PayPal report on uh Tuesday."

"PayPal 18, Microsoft down 19, Netflix down 21, Palanteer down 26%, Service Now 27%, Nike is down 31%, Oracle 32%, Adobe 34%, Lululemon down 42%, and like I just said, into it down 58%"

"So the PayPal bull spreads, like I said, I didn't do anything just yet, because, well, one, it's a win-win situation. I just don't see how they were going to accept this. And so, it already moved the stock up."

"Let's look at PayPal and Mastercard. Both of them process billions of dollars, but there is a big difference. Mastercard owns the rails. It's a toll booth sitting on top of a huge percentage of the transactions on Earth. ... Now, PayPal used to have an edge well too. They used to be the giant of online payments. Why? Because they own the original digital wallet. But it's been competed away by Apple Pay, from buy now pay later companies, Shop Pay. And their gross margins are now sitting at only 4"

"then yeah, on PayPal, actually, PayPal board apparently did reject the offer from Stripe. They think it is way too low, so I guess they maybe want an a bit higher."

"I sold my PayPal. And around these parts, it'll always be referred to as PayPal. Yeah, good old PayPal. We sold it all, right? Sold it all."

"Now, the first order of business, this is the price of the company."

"In plain English, he's saying PayPal is worth far more than $60 a share."

"Stripe, the company that's now trying to buy PayPal, is one of the competitor that's been eating PayPal's business for years."

"If that future plays out even partially, it gives PayPal a growth engine that nobody is pricing into the stock right now."

"But let's zoom out a little bit because that pop still leaves PayPal in a rough spot."

"I personally agree with Michael Bur. The second I saw this, I I even wrote in our group chat for Everything Money, I said something along the lines of this is garbage."

"Michael Bur, yep, the guy from the big short, one of the most famous investors alive, actually owns PayPal stock."

"Run whatever stocks you've been thinking about, even your own assumptions on PayPal, and see what the numbers actually tell you before you spend a single dollar on it."

"If you're going to own PayPal or if you're sitting on shares wondering whether to take this buyout offer, you need to know what could go wrong."

"For years, that PayPal button at checkout was the default."

"Bull case number one, PayPal is extremely absurdly cheap for what it actually is."

"But remember, if I offered you PayPal for $1, not $1 per share, $1 total, would you take it?"

"Instant checkout powered by PayPal without ever leaving the conversation."

"Barecase number two. PayPal is processing more money but keeping less of it."

"The branded PayPal button, the one that you actually see and click, that's the high margin, premium business."

"The bears worry that a real operational recovery is still years away and that the buyout offer from Stripe might actually be the best outcome shareholders can hope for."

"Stripe, one of PayPal's biggest competitors, and a private equity firm called Advent International, have reportedly made an offer to buy PayPal for $60.50 a share."

"So, first off, I'm doing a 10-year analysis."

"A big chunk of that growth is coming from a part of the business called Brainree."

"If you own PayPal, especially if you bought it under $60 a share, you need to hear this."

"The bears say that PayPal has been in turnaround mode for years now."

"But PayPal is none of those."

"PayPal has been aggressively shrinking that share count and it's driving that earnings per share higher and higher even when the revenue growth is modest."

"Today, we have three bull cases, three bare cases, and then we're going to run the numbers and find out what PayPal is really worth to determine if someone's just trying to steal the company at a good price."

"PayPal signed a major strategic partnership with OpenAI to embed its digital wallet directly inside Chat GPT."

"So, while everyone is focused on the stock going down, PayPal's management has been doing something really smart with all that free cash flow that they generate."

"He publicly said that $60 is simply way too low."

"And in a few minutes, we're going to go over what the right price to pay for PayPal is."

"He built a full position in PayPal at an average cost of about $49 a share."

"Is $60.50 50 cents a fair price or is Stripe trying to grab this company on the cheap while it's beaten down?"

"The Bulls say that this is a company that's getting leaner, more profitable, and more shareholder friendly every single quarter, and the price hasn't caught up yet."

"To me, that validates the business more than people the story has been justifying."

"That means if you bought PayPal anywhere near those highs, this stock has been absolutely painful."

"If PayPal management do accept this, well, I guess they'll just continue the same trend of disappointing shareholders because I do think that PayPal, if they sell, they should be selling for more than $60 billion."

"But PayPal, again, you have a company that's generating $6 billion in free cash flow, virtually, right, no debt. You have Venmo that's extremely valuable. It's probably the the big chunk of the valuation today."

"PayPal just Well, it's it's still PayPal. At the moment, we'll see what happens with that bid, with that offer, if PayPal will respond until the earnings report and earnings call."

"PayPal shareholders might actually have an exit strategy. Might not be the best one, but it is an option as of right now. PayPal stock at the time of recording this video is up around 20%."

"Perhaps a good example is PayPal. The P ratio just went down to eight, seven. You can see the destruction there."

"The PayPal bull spreads still the same. It's it's one for December 2028. Nothing has changed there with regards to the core position. So, I used to own shares. Now I own call option, a $60 call option for January 2028, which is extremely safe right now. Of course, it's not the cheapest one out there, but to me it's it's quite safe. I could have taken 70, could have taken 80 as well, but right now I chose this. I might, if the stock is still under pressure, I might buy another 100 shares or so an"

"well, pull up a chart of Plug or PayPal or any of the losers out there, and I can tell you your stock's going to be a loser one day."

"And if you look at PayPal here, or PayPal as I call it, it had a beautiful run up. It was a glorious stock. It went from well, it more than doubled. It almost tripled. And then what happened? Well, it went down, I don't know, 80%, 90%, something like that, right? Something like that. I think 85% down. So, buy and hold, not so much, right? But if you'd sold here with our rule, would you be a little happier?"

"buying the hated, beaten-down value names, Adobe, PayPal, Fiserv, even Microsoft."

"Then PayPal, [58s] uh, decent move here today, $2,300 [61s] there."

"With regards to core reef and the PayPal bull spreads, nothing has changed there."

"PayPal"

"Next company up is good old Pay Pizzle, PayPal, Elon Musk's original company that funded so many other businesses."

"Lululemons, the PayPals, Adobes, things that are cheap, traded in the US."

"market's up, everybody else in the AI play is up, uh sometimes even PayPal is up, if you can believe that, but then Palantir's red."

"he was building positions in PayPal"

"So, stock number one, PayPal. guys. Ironically, a company that I own that has gone down quite a bit since I started buying it."

"A lot choppier than PayPal, but the line here is clearly up."

"Stock number one, PayPal. PayPal is down almost 24% this year. And Bur did not sell. He doubled down."

"PayPal we discussed it a little bit in the past there was this rebound on some positive news or takeover. Now it is back to where it was. P ratio of 8 6 billion buybacks on 47 billion market cap. If they continue like this, they buy back the company."

"PayPal"

"A failure is of course the PayPal story. Its valuation made total sense. It's cheap. It's super profitable. Execution didn't exist. Actually quite trash. They didn't tell us the full story. So that's another case."

"PayPal"

"PayPal, the company behind that checkout button you see everywhere, is down 29%."

"Cororewe and the PayPal bull spreads."

"Well, if we compare this to PayPal, this is the complete opposite story."

"PayPal."

"Southwest, Nike, Builders First Source, Uber, Lululemon, American Express, Sprouts Farmers Market, Meta, Intuit, and PayPal."

"How do you know if it's a great example and SoFi is in a spot like Palunteer was or if it's actually dead money going nowhere more like PayPal is, right?"

"Um, I know many of you will say, "Look at PayPal, Luke. You like PayPal and look at what it did.""

"I will start off here with the PayPal bull spread."

"even PayPal is greenish for now"

"The PayPal bull spread still exactly the same thing time and time again."

"PayPal peaked at 310, trading at 40ome, down 85%."

"Revolute and Stripe and Chime and Dave and SoFi and and you know some of these companies PayPal that have done a great job in the past."

"Heck, he even mentioned PayPal."

"PayPal bull spread also not touching that one. It's for December 2028."

"It will end up being a PayPal type situation."

"So, I'm probably going to be out on the stock and be selling the stock because to me, I bought it under one premise and now clearly they're not trying to just make a CEO change to continue on that premise."

"The point being, I can only lose 100% over here. Obviously, with the Palantir, or even just the run we've gotten in Google in just the past year, more than makes up for anything that happened over there."

"So, here's my thoughts on PayPal's earnings and what I'm doing moving forward with PayPal stock."

"This is not the type of turnaround I signed up for, that I bought PayPal for, and that I want to be a part of, unfortunately"

"All right, guys. Let's talk about PayPal stock today. Obviously, we had earnings a few weeks ago."