Full PayPal Stock Analysis (Why This Hedge Fund Bought It)

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  • Опубліковано 4 лис 2024

КОМЕНТАРІ • 181

  • @JosephCarlsonAfterHours
    @JosephCarlsonAfterHours  2 роки тому +1

    To use Qualtrim Insights (the stock info website with all the charts), join the patreon here: www.patreon.com/josephcarlson

  • @maxwelljohn1545
    @maxwelljohn1545 2 роки тому +21

    Don't fight the market. Take what the market gives you. If there's volatility, use it to your advantage. A down day tomorrow is a good opportunity for long term investors to buy quality stocks and ETFs cheap.

    • @andreabrooks5948
      @andreabrooks5948 2 роки тому

      Picking quality stocks require a lot of factors and seems daunting for beginners like myself. I would say the ideal thing to do is investing weekly into my Total Market Index Fund.

    • @mikesmith-it6bt
      @mikesmith-it6bt 2 роки тому

      From my own point of view, you need to invest smartly if you need a good life, made over 600k investing with an advisor in my corner and I believe anyone can do it if you have the the right approach. Index funds takes long time but investing smartly is the key for short term.

    • @andreabrooks5948
      @andreabrooks5948 2 роки тому

      @@mikesmith-it6bt how are you investing? I have around $140k, only index funds, half in s&p and half in vigax. What do you think I should try?

    • @shawncarr815
      @shawncarr815 2 роки тому

      That's been the problem I've had.. I bought a week ago set a purchase for a Dip price... I did not know it would trip on a major short attack that would have me on my last nerve... Watching 320k investment drop 110k this past few months has been torture.

    • @mikesmith-it6bt
      @mikesmith-it6bt 2 роки тому

      Andrea I would advice you to reach out to my advisor. Her name is Camille Anne Hector. She's quite known and has got a website. So, you can check her out online and subsequently contact her from there.

  • @christianjuraska821
    @christianjuraska821 2 роки тому +3

    I have worked 8 years as a grass cutting service, I take all my payments electronically in my 8 years I have used Apple Pay one time for a single client. I have had 400+ customers and 95% of them use Venmo or Zelle to pay me. Apple Pay is slow and it’s horrible to use for me. I am glad no one requests to pay me that way.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому +1

      Profitable information 👆📥📥👆📥

  • @jeremyPieLover
    @jeremyPieLover 2 роки тому +5

    How does your fund not include Tesla

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @MyLittleMagneton
    @MyLittleMagneton 2 роки тому +1

    Could we have a followup video on Peloton?
    Is it still as overvalued now that it's like ~$10, down from 150?

  • @Allen-L-Canada
    @Allen-L-Canada 2 роки тому +1

    Love it! especially see you walking through the Q2 report line-by-line and decode some of the jargons.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @peterswellnesschiropractic4068
    @peterswellnesschiropractic4068 2 роки тому +1

    I really liked this video and the format. I have picked up a good chunk of PayPal this year but your comment right at the end about Apple was well kind of an ah ha moment.
    However, I am very overloaded with Apple percentage wise in my portfolio but then I remember Warren Buffett or Charlie Munger when he says, you really only need 2-3 great stocks to get wealthy.
    You promoted so deep contemplating I need to do.
    Thank you.

  • @captainstrange1466
    @captainstrange1466 2 роки тому +2

    ooh did you recently add brk. b to the story fund? or was it always there?

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @sebbern4258
    @sebbern4258 2 роки тому +1

    Hi Joseph. I Love your content, and really like the look of qualtrim. Does it work on europeans markets also? My main investments is in the Norwegian stock market

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @gaoshikui88
    @gaoshikui88 2 роки тому

    Hey Jo, do you prefer PayPal or square?

  • @QualityInvest5
    @QualityInvest5 Рік тому +1

    This video aged beautifully

  • @sunjungg6541
    @sunjungg6541 2 роки тому +5

    I have 5 shares at a 220 cost basis. DCA from June 3 2020 to Feb 3 2021. It dropped 70% from all time high I was up 30% but now I'm still down 55% so nothing to be exciting about. Tough one to hold, hoping to break even and exit my position but idk if it'll even hit $200-300 range again like in Q3 of 2021.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥

  • @curtisdavis8594
    @curtisdavis8594 2 роки тому

    Thanks.. Joseph!! Good topic

  • @baneinvestment917
    @baneinvestment917 2 роки тому +13

    I would like to see PayPal acquire robinhood. It’s cheap and it already has users that PayPal can feed into. PayPal would also be buying a news company that Robinhood has built out under the radar.

    • @RabbiRabbit87
      @RabbiRabbit87 2 роки тому +2

      Yeah I disagree that company is in decline and it’s financials are an absolute mess.

    • @baneinvestment917
      @baneinvestment917 2 роки тому +3

      That’s when they should buy a company

    • @TheLeadAdvisorShow
      @TheLeadAdvisorShow 2 роки тому +1

      PayPal could acquire the company and put in heavy investments to rebrand it. Robinhoods expanding user base will work great for PayPal.
      Hopefully can acquire at a decent price.

    • @Ferdinand208
      @Ferdinand208 2 роки тому +1

      What is the value of Robinhood? Mostly a gambling app right? Does paypal want to lose reputation by going into gambling?
      Wouldn't it be smarter for PayPal to go into being a digital bank?

    • @TheLeadAdvisorShow
      @TheLeadAdvisorShow 2 роки тому +1

      @@Ferdinand208 I’ll leave the valuation of Robinhood to the smarter guys. PayPal could do both. This isn’t a mutually exclusive idea.

  • @gruggle10
    @gruggle10 2 роки тому +1

    thank you joseph.i learn a lot about investing through your channel

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @alzhang74
    @alzhang74 2 роки тому +3

    I use Zelle not Paypal for personal transfers. I am not sure why Paypal would even grow with all the competitors out there.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @cee-saw777
    @cee-saw777 2 роки тому +3

    Joseph you should get sponsored by Adidas. You rep their jacket in every video :) this is great advertising for #adidas

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @rad2gnarly9
    @rad2gnarly9 2 роки тому +1

    Thanks for this. Do you have thoughts on Fiserv?

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥

  • @zachary7150
    @zachary7150 2 роки тому +1

    Joseph I have a question. With Twilio earnings coming out tomorrow and their expectations to start turning a profit within a year, are you considering adding them to the story fund or are you sticking to your original thesis about only keeping companies that generate positive cash flows since interest rates are raising? I am down 70% on them and am still bullish, but it gets harder and harder to hold each month.

    • @TheLeadAdvisorShow
      @TheLeadAdvisorShow 2 роки тому +1

      @@ketty5573 We should not be asking for investment advice from UA-camrs. I’ll give you that but the other comment is simply not true. His dividend portfolio is doing great. Also, if he is so bad, why are you here?
      He may not be the greatest investor or the best thorough investor with a process but he is far better than a gambler.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      👆📥📥👆

    • @zachary7150
      @zachary7150 2 роки тому +1

      @@TheLeadAdvisorShow I like hearing feedback from other people. If he says to buy or sell I simply will not, but it is always nice to have multiple opinions of a stock.

  • @markarnoldsfinance2765
    @markarnoldsfinance2765 2 роки тому +4

    Yeah, I have not used PayPal in forever nor know anyone that uses it currently. They have an uphill battle to get users to go back to their product.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

    • @mikemcc1156
      @mikemcc1156 2 роки тому +1

      I use it a lot still now that it's not locked to eBay

    • @markarnoldsfinance2765
      @markarnoldsfinance2765 2 роки тому +1

      @@mikemcc1156 I just stopped using and never went back after using others. It’s still downloaded on my phone though.

  • @kianfarahani
    @kianfarahani 2 роки тому +2

    Joseph have you ever considered BIP for your Dividend Fund? I'm wondering if it ticks any of your boxes, they operate on contracted income so its "guaranteed" something like CRM or MSFT, but with utilities. Would love to see a breakdown from your point of view.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

    • @JKPrimetime
      @JKPrimetime 2 роки тому

      I dont think the dividend will be sustainable since their dividends paid last year was 2.5x their free cash flow

  • @ww313ww
    @ww313ww 2 роки тому +2

    Everything is great in this channel however I hope you include technical analysis as well. Thanks anyway Joseph.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

    • @euphade
      @euphade 2 роки тому

      he isn't that type of investor. he sees a price he likes he buys.

  • @henrymatthew2186
    @henrymatthew2186 2 роки тому +31

    The best investment one can do right now is investing on Forex trading though stocks are good but ever since I swapped to Forex, I've seen so much difference

    • @richhands5369
      @richhands5369 2 роки тому

      I have been making a lot profit through forex trading which has been the main source of my income

    • @richhands5369
      @richhands5369 2 роки тому

      Actually an expert broker handles my forex investments while I invest in some real estate with the profit I make

    • @richhands5369
      @richhands5369 2 роки тому

      John Hook handles my investment portfolio, he's an expert when it comes to trading forex.

    • @richhands5369
      @richhands5369 2 роки тому

      He made over $12k with my $2k start up capital

    • @richhands5369
      @richhands5369 2 роки тому

      He's available on G mail

  • @invictuz4803
    @invictuz4803 2 роки тому +4

    Incredible introduction to investing and your channels in the first 4 minutes. I've always stayed away from investing in stocks because I'm risk averse and I rather invest my money into myself and my career but I'm definitely going to continue watching your videos and one day I might change my mind.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @brainwashboi123
    @brainwashboi123 2 роки тому +1

    SoFi was up TWENTY EIGHT percent today!

  • @FinancialShinanigan
    @FinancialShinanigan 2 роки тому +6

    Nice pop today but still down 48% on my PayPal shares...so we'll see where I'm at next year or next decade

    • @sunjungg6541
      @sunjungg6541 2 роки тому

      me too my cost basis is 220, haven't add anymore positions since early 2021. I'm down 55% from being up 30%

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥

  • @MackaWhy
    @MackaWhy 2 роки тому +1

    I agree on the Apple part. What is stopping Apple from just demolishing this entire industry with Apple Bank? I like SoFi mostly because of their CEO but that doesn’t mean I’m scrambling to buy the stock.

    • @soulesailor
      @soulesailor 2 роки тому

      There are tons of people out there not running off apple products.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @farmerbrett8660
    @farmerbrett8660 2 роки тому +2

    LFG PYPL finally switching back to
    Fintech this is the switch from oil to fintech

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥

  • @damianmysciak3264
    @damianmysciak3264 2 роки тому +1

    Paypal did not fit in story fund, because as as customer it has no story. Their fees are like couple times more thatn competitors. I try to avoid them as much as I can.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @jackburke8960
    @jackburke8960 2 роки тому

    Nice need to ditch my last part of this position to buy more Eth

  • @Jumpman67
    @Jumpman67 2 роки тому +6

    Elliott tried to shake up At&t as well and that didn't really work out for them.

    • @jeremielachance6125
      @jeremielachance6125 2 роки тому

      Well it worked when he left. AT&T had so Much value with Warner bros.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥

    • @jeremielachance6125
      @jeremielachance6125 2 роки тому

      @@jacklan4103 yeah but getting rid of Warner bros and all those other asset was creating value as it was giving Them better balance sheet.

  • @HectorZiegel
    @HectorZiegel 2 роки тому +3

    Another thing have you ever considered Hermes, LVMH, Watches of Switzerland Designer sector of stocks

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥

  • @SpliTTMark
    @SpliTTMark 2 роки тому +1

    isnt that 50% still big though

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @Motivational_Flavio
    @Motivational_Flavio 2 роки тому +3

    Joseph we would love a video on Paul Singer himself! His story dealing with Argentina is insane

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥

  • @HectorZiegel
    @HectorZiegel 2 роки тому +7

    I used to use paypal a lot but theres so many other payment option these days and I hate using paypal the service is awful I took a fat £5K loss

    • @HectorZiegel
      @HectorZiegel 2 роки тому

      I think BlOCK is better alternative to paypal

    • @pfuiteufel1385
      @pfuiteufel1385 2 роки тому +1

      I'm very happy with PYPL customer service. Plus, I don't ever see Block as a payment option whereas Paypal is all over the place. I see value in the stock, that's why I hold on to it.

  • @Yasen1791
    @Yasen1791 Рік тому

    PayPal now $60 what you think?

  • @fundrisefanfam
    @fundrisefanfam 2 роки тому

    You should have 600k subscribers.

  • @fujobu741
    @fujobu741 2 роки тому +2

    Pitching ftx as a sponsor is disappointing. I thought you were better than that.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @mjregan88
    @mjregan88 2 роки тому

    Can you please do a SoFi video? It’s doing incredible without student loans and so diversified

  • @johnny10gunz19
    @johnny10gunz19 2 роки тому

    Paypal under $100 is a bargain. I'll sell when I see a decent profit.

  • @jbullionaire2749
    @jbullionaire2749 2 роки тому +1

    Hopefully he squeezes the life out of paypal. They deserve it for their terrible customer service

  • @dimzoll3669
    @dimzoll3669 2 роки тому +3

    Fintech: GPN the most attractive you can find out there

  • @generousy.710
    @generousy.710 2 роки тому +1

    Fiserv or Visa will give u a peace of mind and sound sleep .

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥

  • @toddapplegate3988
    @toddapplegate3988 2 роки тому +1

    You ignore fundamentals. Do you understand what Elliot is doing? He makes money he doesn't care about share holders. Salesforce and PayPal are not at all comparable.

  • @GiladOphir
    @GiladOphir 2 роки тому +1

    👍

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @falsificationism
    @falsificationism 2 роки тому +2

    If I bought 10 shares at $308, how many shares do I need to buy at $100 to break even?

  • @newbeginnings9457
    @newbeginnings9457 2 роки тому

    Listen to this Dude his stocks are only down -30% 💀🤦‍♂️

  • @RabbiRabbit87
    @RabbiRabbit87 2 роки тому +1

    Your channel is great man really appreciate the time put into them.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @samual8299
    @samual8299 2 роки тому +3

    The payment processors are too easy to replace. I’m not sure I would invest in any.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥

  • @jnikz
    @jnikz 2 роки тому +2

    Too early to buy. 29p/e and interest rates still going up. Need to retest 70$ support first.

    • @Motivational_Flavio
      @Motivational_Flavio 2 роки тому +1

      We bottomed

    • @jnikz
      @jnikz 2 роки тому

      @@Motivational_Flavio Nope we are officially on a recession, tech company will slowly bleed until a bottom is made. It will happen for few more earnings and more gdp declines

  • @lukefreeborn4923
    @lukefreeborn4923 2 роки тому +2

    I overheard my advisor telling my colleague at work that BTC is the future of crypto.But the questions traders ask themselves now if this is right time to invest? before jumping into conclusion I think you should take a look at things first. for the past few days the price of BTC has been fluctuating which means the market is currently unstable and you can’t tell if it is going bearish or bullish. while others still continue to trade without the fear of making lose, others are being patient. it all depends on the pattern with which you trade and also the source of your signals.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

  • @snoopcow
    @snoopcow 2 роки тому

    Apple credit goes through Goldman Sachs.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥

  • @falsificationism
    @falsificationism 2 роки тому

    Recession time to buy $PYPL I would but not at any other time. High beta numes are fonky.

  • @erickestrada6782
    @erickestrada6782 2 роки тому +2

    I sold paypal, I'm going to wait for a good pull back. 👍

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆

    • @Andreas-me8ml
      @Andreas-me8ml Рік тому

      @erickestrada782 now is your time

  • @BloodOnMars
    @BloodOnMars 2 роки тому +2

    I've been all in pypl for 7months bagholding and this stock is trash. It's up ONLY 9% off of the best news and while SQ is up 11% for no news at all!!!!!

    • @pfuiteufel1385
      @pfuiteufel1385 2 роки тому

      That just means investors are hesitant at the moment, it has nothing to do with the underlying company.

    • @BloodOnMars
      @BloodOnMars 2 роки тому

      @Quest Rader How far otm strike prices did u sell options on and what DTE?

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥

  • @thewhitesteadmanful
    @thewhitesteadmanful 2 роки тому +1

    I've steared clear of PayPal. I'm buying Microsoft right now until it hits $295 per share.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥

  • @nobodymister5435
    @nobodymister5435 2 роки тому +2

    Sorry- but Apple does not have any advantage in the FinTech space because it's limited to its own products. I hate to break it to you but the majority of people do NOT use apple products.

    • @PEEinMYbutthole200
      @PEEinMYbutthole200 2 роки тому +2

      They 100% have an advantage in almost every way in the fintech space. The have more cash on hand than what most fintech companies are even worth. 46% of all smartphones sold in the USA are iphones. They have an entire product line of high quality hardware and software while paypal has... a medeocre app at best.

    • @nobodymister5435
      @nobodymister5435 2 роки тому

      @@PEEinMYbutthole200 No they don't! They are relatively new in the FinTech space, they've got nothing but cash. Or do you honestly think someone is going to buy an Apple device just to start using Apple Pay- or to switch from Paypal? The Paypal-App is first or second on the list of most popular apps on the AppStore. Besides: The US is not the whole world. Both companies operate in a much broader scale than just the US. And in all other countries the Iphone makes up a fraction of all sold smartphones.
      And working in IT I'd highly dispute that Apple produces high quality hardware- or software for that matter.
      However I'm invested in Apple purely because usefull idiots have been buying their stuff for over a decade now and they will continue doing so because it makes them feel like they are better^^.

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥

    • @PEEinMYbutthole200
      @PEEinMYbutthole200 2 роки тому

      @@nobodymister5435 yes they do, but ok

  • @lucianoascone2808
    @lucianoascone2808 2 роки тому +1

    Please take a look at $MELI

    • @Helen-bo6hz
      @Helen-bo6hz 2 роки тому

      Profitable information 👆📥📥👆📥

  • @marktovey273
    @marktovey273 2 роки тому +1

    PayPal is well known, but where is its moat? Here is a list of other services you could use to transfer money instead:
    Skrill
    Stripe
    Payoneer
    Apple Pay
    Google Pay
    Wise Transfer
    Mercado Pago
    I'm sure there are plenty of others I have forgotten...

    • @nobodymister5435
      @nobodymister5435 2 роки тому

      The moat is that most people use it because it was there before all others. Why would anyone use any of the aforementionend if they already have Paypal? Paypal is much more widely accepted.

    • @marktovey273
      @marktovey273 2 роки тому

      @@nobodymister5435 because it takes like 5 minutes to set yourself up on one of the alternatives, and if they offer you an incentive like a one off payment or lower rates you would be silly not to do it.

    • @nobodymister5435
      @nobodymister5435 2 роки тому

      @@marktovey273 It doesn't take 5 minutes, more like one week if you include all the annoying "security and ID" procedures. And again, why would anyone want to change?
      Paypal was offering for the past year and a half 0 % interest on purchases for a limited period of time, I don't think anyone else can top that. At least not here in Europe.

    • @marktovey273
      @marktovey273 2 роки тому

      @@nobodymister5435 I switched to Wise because of lower commission on international transfers. Also PayPal customer service was atrocious when I had a problem with them.

    • @coltonchastain8685
      @coltonchastain8685 2 роки тому

      Cash app, Venmo