PYPL

Ok_Battle5814

Imagine holding PYPL through a 20% market correction

guy_cloutier

PYPL and NVO green YTD.... r/ValueInvesting poping champagne.

chllb

Starting a position on 60DTE PYPL call swings. That monthly looking nice

SupraTacky

Lol of course all the plebs here downvote this post. They’ve doing the same about SaaS and PYPL for months now. They never learn.

Locke_____Lamora

PYPL was always a shit company that was overvalued though lol

M13alint

Note I left on your windshield: *Sorry about your bumper. I have no insurance and no money, but what I do have are 4 PYPL puts and genuine belief. Call me.*

Mission-Mammoth-8388

PYPL fair value closer to 80-90 now. Will Stripe up their bid?

Knarre30

Got an aneurysm from watching PYPL chart

kanhsajjad8

Why PYPL stick did not move on the earnings beat.

infinitum_nimis

Green soon just waiting for PYPL

SelenaMeyers2024

I'd call Molina a home run wouldn't you? PYPL just a single... TBD on home run. On the short side .. pltr at over 200 is clearly a biggie. Id much rather short spcx than nvda tbh... Kinda skeptical on that one but cat is a good short too.

modder9

11 years ago as PYPL

NocturnalCereal

PYPL puts???? Too late bought them

NocturnalCereal

Got PYPL puts for tomorrow

stockcode123

It is because PYPL is reporting on 7/28, this is general pattern until the reporting week, after that the premium doesn't rise as much, this is due to expanding IV, after results, there is IV crush and hence not as much premium.

Aggressive-Pen9772

Listen to me u tard. Genuinely. AI and everything associated is about to go 20000 leagues under the sea. I've had 8 drinks, and have done what comes after, so I'm in no bastard mood to write this. If you want more get back. Invest in these beaten down battered neglected companies, as the reason for their neglect is about to absent itself. BABA JD MPNGY PYPL VEEV SPSY LIVE. Don't die

No_Feeling920

Possibly because holding private shares is technically challenging for retail investors. When a stock is publicly traded, all the financial "plumbing" is already in place (stock exchange, settlement, custody, CSD, etc.) - you can hold and trade public stocks through any retail brokerage. That is not the case with privately held companies. If you held PYPL stock in e.g. a RH account, and then received private Stripe shares instead, RH would have no technical way to receive and maintain such shares. You would need to keep them in a more specialised institution and migrating/onboarding all those retail owners could be an administrative nightmare. Besides, it might also have to do with access to corporate reports, voting etc. If you got private shares instead of publicly traded ones, the reporting standard would be downgraded. Or just ask Gemini or something. I am no expert.

Dangerous-Berry7399

PYPL at $60 strike with 2+ years of runway? Don't panic-sell into the dip — that's usually the worst move on LEAPS. The whole point of going out to 2028 is buying time for the thesis to play out. I'd only cut if the fundamental story is broken, not just because of one bad news day. Been using StrikeEdge io lately to sanity-check entries on deep OTM plays like this — what was your original thesis when you bought these?

MarthaJulietta

When do we get an update on PYPL??

iliketodrinkpaint

LULU under 10x fwd P/E is wild when NKE is still rocking a 25x. Huge valuation disconnect. At this point, it's like PYPL...if it drops any lower, private equity or competitor will just step in and scoop them up. Really nice floor here.

Sufficient_Habit5091

Is the new PYPL. MSFT is the new ADBE. What is the new MSFT?

MarthaJulietta

The last few months weren’t bad but now I’ve covered my entire margin bill and PYPL hit a lick I’m itching for the weekdays again.

PaulSunset1015

\+1 for the PYPL gang.

Happy-Champion1661

(1) do you have any proof about Sburry underperforming? I found performance between 2000-2008, he beat the market almost every single year and then he made bank with his big short bet. (2) I don't subscribe to his Substack, and I don't think one should if they just want to copy his trades, his plays get posted online anyways. But I think you are just looking at it the wrong way. Sburry plays are value and take a very long time to play out, sometimes they don't even have a specific catalyst and they fail to ever come back or take years. As sburry once said, *imagine a company that was worth 100 and now trades at 10. The value investor thinks it's worth 30, so he buys. But the company has become so detached from its fundamentals, that it drops back to 5. Now the value investor is down 50%. Eventually, he will be up 200% (500% from the bottom). But in the meantime, everyone thinks he is an idiot.* \--- (3) I do not recommend Sburry plays and I do not believe in his stock picking for long term. What you should actually do, is reading through Sburry analysis. That is very interesting and it's usually pretty good quality. Sometimes it's biased sure, draw your own conclusions. Fundamentals are impossible to ignore long term. You can make money in different ways, couple examples of his past good plays: PLTR short, PFE longs, PYPL, healthcare bets. Even NVDA puts printed at some point, but I bet he still holds them. (4) His worst pick was probably LULU, which is underwater now, down 50% from Sburry entry. It has to be seen if it will ever recover or not. All retails got destroyed this year, there is a chance the stock is good but the sector is bad. It's not like he told you to buy NKE at 30PE, LULU has like 10 PE. And they are both underwater this year. If you got shares you will be fine.

EmbarrassedPart1256

The **$RPAY** board recently rejected a buyout offer @ $5.50/share; this could mean that they would likely get fired & are making more in their current positions, but it could also mean that they see the value in their company. Interestingly enough, Fintel is showing [institutional ownership @ 85,053,314, or 102.72%](https://fintel.io/so/us/rpay) & [insider ownership @ 29,622,346, or 35.78%](https://fintel.io/sn/us/rpay) It also shows [a short interest of 4,313,366 shares & 14.11 days to cover](https://fintel.io/ss/us/rpay). While this data is only ever an approximation & insider data is often skewed because share count is tied to stock awards, all things considered, especially given that **$PYPL** was recently in the headlines, **$RPAY** gives me FAFO vibes... Don't sleep on the photo I posted yesterday of the FedEx CEO going to the casino to win money to keep his company afloat. It seems crazy until it isn't... What do you think?

cbusoh66

Fuck it, PYPL Aug $60 calls for a buck and change it is...Board rejected Stripe's $60.50 as too low, I think they may be emboldened by other offers, SPCX, AMZN maybe? 👀

cbusoh66

PYPL trading as if there's a new offer this weekend, may take a lotto swing

ozthinker

Cautionary tale for people who blindly believe in value investing. PYPL was once above $300 in 2021. Plenty of "value investors" probably bought at $200 or $100. Now PYPL is just going to get "stolen" if not by big corp, will be by hedge funds / private equities / Blackrock types. If you can't buy majority stake, then you are NEVER a value investor. PYPL is classic cigar butt. Retail mum & dad investors are not Buffett. Don't make this mistake thinking you are.

Soy_tu_papi_

NFLX is the new PYPL

Dangerous-Berry7399

Jan 2028 expiry gives you a ton of runway — one bad news day doesn't kill a LEAP with 3+ years on the clock. The real question is whether your thesis on PYPL is still intact or if the fundamentals actually changed today. Before panic-selling, check where IV is sitting; if it spiked, premiums are inflated and cutting now means selling into fear. I run setups like this through StrikeEdge io to see if the risk/reward still makes sense before making a move. What was your original thesis when you entered?

ManBearPig_1983

Safe haven to PYPL 🤣

handsome_uruk

wtf my PYPL is green! even the likes of MSFT are green. Beras in gulag

_DLight

For LEAPS, I buy deep ITM calls and treat them as leveraged stock. For example, if I had bought the PYPL 30 LEAPS, they would have gone from 21 to 28, a 33% gain. Over the same period, the stock only moved from about 47 to 57, roughly a 21% gain. It provided a 1.6x return, or leveraged return.

Possible-Material693

PYPL too 😂

AlGAdams

PYPL and now UNH, R/valueinvesting must be dancing with their portraits of Buffet rn

SadPudding531

Because these are long-term contracts, managing the position based on the underlying technical levels of PYPL is much more effective than panicking over daily premium fluctuations. If the stock breaks below a major multi-month structural support level, then your fundamental thesis is broken and it makes sense to cut it

madalytical

100% couldn't care less if it files for bankruptcy and ceases to exist; the only focus, is how to make money for now, PYPL is a money maker, I'll ride it till it squeezes the juices, then throw it away like a used condom

madalytical

nobody gives a damn about u or me or anyone else's opinion, the market dictates reality and were either trending with it or against it I couldn't care less if Godzilla himself decided to take over PYPL, all I care about is how to extract gains, AKA money; everything else, every other thought has ZERO value and PYPL will deliver gains, and once I cash out and dump this garbage after I use it and throw it away, I jump onto another stock; use it, then dump it yet again; a vicious cycle of cash upon cash upon cash no ego here, no emotion, just money

madalytical

u enjoy the comedic fiction; I'll stick to reality, PYPL board will reject 100% guaranteed, stock will climb it has multiple positive catalysts in a row that'll push this to +$100 watch it happen with ur own eyes; its so PATHETICALLY easy

Few-Chemist-3463

It would be more funny if PYPL rejects the offer and they go back to $40/share. It can be like the next Kohls where they reject all takeover offers and tank year after year.

Live_Throat_5252

The dumber they are, the more confident they are. If PYPL is acquired for $60.50/cash - you know, the offer that was just made to them today, and the reason the stock was up so much - the option loses all of its vol. It would trade for somewhere nearish 50 cents (I’ll leave that part up to you…it would trade for less than 50 cents). I’m not suggesting that will for sure happen. Or even that is likely. But that’s the case for selling now. Sell it for 5 bucks or wtv the last trade was vs potentially .50 if PYPL accepts the offer.

madalytical

YINN. explodes upwards premarket yet again, now how much is that in day(s)? +15%, probly more Oh what about PYPL, uhhh u can look at that over the past few days since my post; its ok to be angry it's ok, ur a nobody to me, I just enjoy rubbing gains all over, enough attention for u remember to throw away ur ego, it kills ur growth

Dstein99

All of the IV fell out of your calls. You have a contract that lets you buy PYPL shares at $60. If the deal goes through, Stripe will force you to sell the shares at $60.50, the contracts would be worth $0.50. I think that your best chance of making money if you continue to hold would be if PayPal shareholders reject the deal and Stripe offers a higher price to entice them. A lot of things need to go right for you for this to happen and it’s low chances but this is why the contract is trading above $0.50.

ManBearPig_1983

Please, please let me get to 60 on PYPL and I’ll never touch anything but index stonks ever again 😭

Jericho3434

Woke up tired from work and the heat from the last few days. Found out my PYPL was getting bought and had huge gainers across the board. Was about to work on a property I am going to sell but was tired and lounged around. Ended up watching the England vs. Argentina game, was really good but my England lost. Ended up working on the property for a few hours. Now resting in my car with the AC on in a Lowe’s parking lot shit posting on WSB 😅. Might go to a bar for food and drinks or go to get fast food/beer and go back working on the house. You?

No_Feeling920

If they do a stock deal, then Stripe would likely have to reverse merge into PYPL and change the ticker, becoming publicly traded in place of the PYPL stock.

No_Feeling920

Congratulations, you just figured out the risk of bagholding through troughs. If it is an all cash deal and the PYPL management accepts it, then it's over (your loss gets realised automatically). If it is a stock deal, then Stripe would likely reverse merge into PYPL, change the stock ticker and become publicly traded. In that case, you would become a bagholder of the combined entity (the stock award ratio would still fuck you over compared to Stripe investors).

Beneficial-Ferret479

There might be a chance another bidder comes in. Seems like this offer is too low for the profits PYPL are still making at this point.

Gardenrosethorn

stripe made an unsolicited offer to buy PYPL. stock up +15% today

Gardenrosethorn

looks like Michael Burry was right about PYPL…

Relative-Snow8735

The new CEO has a lucrative incentive package that doesn't start kicking in until the stock is somewhere above $80. That alone is likely going to drive him to want to get the offer price up. I think a very good parallel to look to is the WBD fiasco. The stock was under $10 and is now floating just below $30 thanks to a very aggressive bidding war. As a stand alone entity, WBD is not worth $10, let alone $30. But in a competitive market, consolidation can be leveraged to drown out competitors and in an environment like that it can make sense to overbid for assets like WBD to make sure your the one that stays on top. If Paypal can get a competing offer I think wee see a minimum of $100 a share once the dust settles. PYPL has a much cleaner balance sheet than WBD which could lend itself to support some fairly lofty bids.

J_da_CPA

They said PYPL was dead money 🤑

madalytical

- 100% will not be accepted - PYPL board will reject (stock rallies) - 100% a counter offer will be made (+$75) - PYPL board will reject (stock rallies again) - 100% July earnings report will be EXCEPTIONAL (stock rallies again) PYPL will TOUCH $100 mark this post, I'm the 1% that decimates the market many times over; PYPL is 15% of my entire port Why only 15%? The other port percentages are in other positions that will also go ASTRONOMICAL, some jump before others, I sell, jump to the next; rinse/repeat Here's freebies for yaw on what's next: YINN, BSX, NKE, WHR remember to mark this post, week(s) of not day(s)

Embarrassed-Sky6890

MU down but PYPL up yea market you’re drunk go ahead and reverse this right now

Relative-Snow8735

I am hoping he goes out and gets a bidding war going with the intention of hitting those incentive milestones. PYPL is down because the payments landscape is so competitive. But consolidation can change the narrative quickly, similar to what happen with WBD. They went from being a dog of a company to being a key piece to consolidating the market once the bids started coming in.

Fun_Investment1101

If you’re still in PYPL atp you deserve to be liquidated

Relative-Snow8735

If IV collapses on strikes above $60, it could make sense to buy a few lottery tickets on the chance that PYPL negotiates a higher purchase price or a competing bid emerges. Look at how WBD played out as an example. The stock was under $10 and is now pushing close to $30 once the bidding war finally settled. But yeah, if the current offer gets accepted and you are holding $60 calls, you are probably gong to lose money depending on how much you paid for those calls. I bought a few $50 LEAPs expecting something like this to happen, and if this offer goes through, those LEAPs are only going to be up \~25%. I would have made more just buying the stock.

Hibachibenihanater1a

Hey guys i just wanna to remind u there is more sector that you can explore , its boring to see mu- sndk amd semi semi ... now is time to painpal PYPL

MoonrakerRocket

Funny feeling that next earnings for PYPL will make the takeover offer look like a joke. Too good to be this cheap.

LabyrinthLayers

Furus acting like they called the move on PYPL lol

Multidream

Oh you were gonna flip it on the first good news, gotcha. So Ig if you wanna keep going now, you have to hope PYPL rejects the deal and then… something payments wise happens before Christmas. Did you have something in mind, or were you generally just bullish that anything could happen?

Multidream

Ok, let me see if I understand - You bought a call option for Dec 26 @ $65 for a company that has been riding $40s this year, but has historically seen higher prices back when people thought it was worth something. - PYPL is now being made an offer at $60.50 per share. - You thought the market price was 0.91 because you read the last sale price and just thought it would be fine? So you’re out of the money option is junk unless PayPal refuses and either negotiates an even better deal, or suddenly the stock price explodes for some reason above its historical $40? All by Christmas? Damn. Honestly, I would just take the $71 and go home. You can buy yourself something nice for Christmas and some nice hot cocoa, think back to this moment and tell yourself, “God Im glad I got out before that shit hit 0”.

Junkingfool

Cannot make it up..sold META and PYPL yesterday to roll a large MU call... fuck me and my stock choices

d33p7r0ubl3

Congrats PYPL bagholders

xghtai737

Turns out, it actually was the bottom. Post was made June 10th. PYPL closed that day at $40.70. It never closed below that, again. It touched $55 today.

MrCoolGuy42

PYPL weeklies for a nice +$4k It’s nice to win one 🥲

HeliosNarcissus

The buyout would be for $60/share though. So under that assumption, there’s virtually zero chance of these options being worth anything. The buyout actually hurts OPs chances, because despite the overnight pop the shares won’t trade much higher now. Before the offer there was at least a chance that PYPL could get closer to 135 by January.

Cockballzz

PYPL 🔥

IvoryTowerResident

value investors who waiting years for PYPL rewarded

YoDooley

It was only $40bn short of the intrinsic value. PYPL will plummet by end of week

jeffynihao

PYPL buyout rumors again? This will surely be a sell the news kinda event

Top-Bumblebee3742

This happened a couple months ago - sent the stock from 40->50 - I’m not sure why PYPL would take this deal - in theory they are worth way more

cbusoh66

PYPL $60.50 offer is now the floor. Braintree and Venmo are worth $100, each. New CEO massive shares package kicks in at $125, he ain't selling at $60 and that's why Stripe leaked the story to put pressure on the board and large holders.

vermilli21

Holy shit is PYPL back? Up 18% premarket

Ether_Ships

Good job bro. PYPL is definitely not one I would guessed would shot up like that. I was more interested in BSX. Going to open a position on it I think.

ShroomGrown

PYPL was the play

Bill_Clintons_Desk5

Value investors rejoicing this morning as they’re now only down 50% on their PYPL investment

WocketWaccoon

Who still uses PYPL?

cbusoh66

Elon may want a piece of PYPL again, or at least Venmo for his X "Super App", I will roll my July calls into Jan 27 leaps, let the bidding wars start

MartianInvestor

lol someone in here bought PYPL puts and is downvoting everything

ljl1986

Thank you to whoever bought my PYPL bags. Hope you have a strong back. That shit is heavy.

plumpypenguin

how is PYPL still down YTD even after this +18% pump lmao

Weekly_One8412

only a re... unintelligent person would buy PYPL

ljl1986

No way this PYPL offer gets accepted 😃 lower lows incoming

Mission-Mammoth-8388

Calling it now: If the PYPL board even considers this shit offer Musk is going to start a bidding war counter offer to bring PYPL into the X ecosystem

Mission-Mammoth-8388

Lowball ass PYPL offer. This thing is worth $80+ minimum

Happy-Champion1661

American stonk market is just pure fraud at this point. They knew about PYPL. Sure, rumors were floating around since months, but let's see the facts. Yesterday all Jan2028 leaps suddendly dropped in IV (41%->36%, after they've been sitting there FOR MONTHS), they became about 15-20% cheaper for no apparent reason, only yesterday. The daily volume also spiked on green candles on no news at all. I also looked at the option chain for this week, OTM calls had an insane IV while puts are worthless (60% IV for a 5% OTM call, 43% IV for the 5% OTM puts, with the ATM options being priced at 45% IV). They knew it was coming, they are fucking scammers, they should be all put in jail. Fuck this shit, no one ever does anything, I am out of here. IS INSIDER TRADER ILLEGAL OR NOT? BECAUSE RIGHT NOW, IT SEEMS TO ME THAT IT IS NOT! IS ANYONE FUCKING INVESTING THIS FRAUD OR NOT????? WTF

ljl1986

Holy shit PYPL 🤣

juste1221

More of a children's coin purse than a bag, 0.25% position size. Probably >90% of shareholders would be selling at a loss at this offer price, and nobody that was buying PYPL recently enough to be below it was looking for a measly 20% return. This is the kind of offer you'd make for a company about to declare bankruptcy. Zero chance this offer is even entertained, never mind approved.

madalytical

PYPL goes ASTRONOMICAL! fun times

madalytical

PYPL, it goes boom boom cash goes BRRRRRRRRR

madalytical

PYPL has gone BOOM! ta daaaaa

madalytical

there goes PYPL, absolutely delicious

madalytical

and there goes PYPL, told ya day(s)/week(s)

madalytical

there goes PYPL; astronomical, within day(s); it'll go SIGNIFICANTLY higher cash goes brrrrrrrrr

madalytical

and there ya go, PYPL explodes; no crystal ball needed, pure awesomeness! It'll go ASTRONOMICAL as previously said, EASY MONEY, no ego whatsoever

SapientApe_

pumped 12% so far overnight. If PYPL rejects the offer will that likely slide back down again?

softboiledjadepotato

Pelosi picks are out, UBER, INTC, Bury picks are in BABA, PYPL, MELI

CD274

How are the value investing people doing about PYPL has anyone checked

redbit1412

53B is such a lowball given PYPL strong free cash flow, and buybacks