Why PayPal Is Crushing the Market This Year
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- Опубліковано 8 жов 2024
- Mizuho fintech analyst Dan Dolev joins Josh Brown to discuss the potential earthquake coming for Visa and Mastercard, the reasons behind PayPal's big rally this year, why Affirm's genius founder Max Levchin is important to watch and Accenture as a "picks and shovels" play for investing in AI.
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A Monday treat!
Got tired of waiting and sold in the low 70s. You're welcome, everybody. Thankfully I bought it in the low 60s/high 50s.
The forward p/e was below 20 and there is still growth ahead. Buying PayPal in 2024 was a no brainer
Love $AFRM
i love how Josh throws in a "talk your bag" episode every once and a while. Makes him seem mortal.
The reason PayPal is going through the roof is because I sold my position.
don't it always 🤣
The most importnt part being overlooked is that How paypal would initiate to redefine its business operation/strategy between its 3XM current existing merchant and 3XXM consumer/single user accounts.Not to mention that Strip's TPV would exceed Paypal payment volume. Current Paypal Evaluation is traded less than 10x of its FCF. The competition is too obvious not to ignore.
No
Josh Brown looks like he could be the Rizzlers dad
Thumbs Up PYPL video. Thanks
If Data is new oil then Paypal has biggest reserve ever on the earth 😎
New products and New management = Boom
I remember when you said you stole it at 186.
PayPal actually started exploding again after they start doing by now pay later. That's where the market is going now
I have never used PayPal despite having all kinds of online accounts. It seems to me PayPal was created for the world outside of US.
Great show. Curious why a special episode on PYPL?
Because they are long PYPL
@@robert95346 As they should be.
@@robert95346talking their book it seems
@@robert95346so they have an episode for every stock they own?
Been holding it since low $60s.. It's bottomed and nothing but upside from charts.
PARTY ON 🥳🥳🥳✌️✌️✌️
Stock price was down, people were negative. Stock price went up, people are positive. So basically: the stock market
Dan is great
Analysts only get positive or negative on stock price movement
I used to own an eBay store and PayPal are pigs can’t shake that people will not use them
It’s all because of the Will Ferrell ads. He’s the greatest pitchman of all time.
PayPal, so nostalgic! and nostalgia is all it has.
Our company dumped them for a better processor.
Good revenue and profit growths for pypl. Great management and increasing financial fundamentals means $$$
Cover IBKR up 60% this year
The Checkout Button is 80% profit. How?
Locks in the sale. Without it at best is ad and click data.
No cost hardly in offering a checkout button.
Good luck with affirm. It’s trash “predatory “ lending in my eyes. Only see it offered at checkout where people are buying items that shouldn’t be bought if you need to finance to purchase. It’s feeding off of buyers that shouldn’t be buying at that moment when it’s discretionary purchases that the target audience doesn’t have the money for and shouldn’t be buying in the first place. Just causing a much larger outstanding credit risk and eventual collapse. No thanks
Hot take: got nothing to do with CEO/Management. SQ is also up and even higher than PYPL, it’s likely just the markets are better since 1 year ago.
YTD - PayPal - 30.59%
YTD - SQ - (9.01%)
@@qball66 I said 1 year, not YTD. SQ - 49.95% PYPL - 38.93% both went up, SQ did it earlier while PYPL much later… and no the new CEO came in much earlier than 1 year ago.
Youre wrong about management making the difference. Pypl is a growth plus value play all in one.
It’s both. That’s what’s exciting. Fed cuts rates, the rest of the market like nvda cools down. People need a place to put profits. PayPal is one of the only super undervalued tech stocks. Fintech may be turning a corner. Alex Chriss has been absolutely flawless since his shock the market debacle. The news articles have switched bullish.
All the partnerships and the narrative has changed. They still have a lot to prove with actual earnings reports. I’m worried about this upcoming earnings if we rally too hard into it. Hopefully he saved some news for the earnings report
Apple opening up its pipeline for PayPal to make payments was huge.
Why is palantir and nio crushing it and sofi soon to come?
no
First!
Josh’s hate for Elon spews through him!! can’t help himself…
Bruh said can_airy