PYPL

collinspeight

CVS, PYPL, and ULTA right now. I sold MSFT early this year but everything else has pretty much stayed the same throughout the year other than adding to my positions where necessary. I'm generally very concentrated (less than 10 stocks) and hold for 5 years minimum with few exceptions.

Rav_3d

Wise post. Buying dips in broad market ETFs for the long-term is quite different from buying dips in distressed stocks. The market is full of stocks like PYPL that never recover their former glory.

Schwimmbo

I have PYPL, ADBE, MU, and AMD. Does that make me schizophrenic?

Jericho3434

I’m close to my PYPL bags being dropped and WOOF is closer but still 15% off 😂

Cav829

The sold out orders are requisite on Open AI and Anthropic being able to pay their bills when they're massively unprofitable cash incinerators. You're going to be sitting there waiting months if not another year to hope to win a debate with the market. I don't make the rules. I don't agree with a lot of shit in the stock market. It don't matter. Arguing with the market is how ValueInvesting is stock with portfolios consisting 80% of PYPL, ADBE, and NVO.

Vast-Ticket772-FP

I've been a member for \~5 years. Joined initially on a subscription and then switched to Lifetime. In short, it's the best trading system I've ever used and I've been a member of around 5 other services. The thing that makes it great is that you're able to profit when the underlying moves down while also being hedged so during the violent pullbacks, you don't lose much. There are a few important negatives though: 1) There is NO support for trading questions. Basically, David has the mentality that the alerts product is a log of his personal trades and it's not an educational tool. So if you want education then you'll need to take the course. He does give some explanations sometimes and explains his thinking but, I can see a situation where if you don't have experience and you join the alerts, then you'll be confused, and then you're on your own (or you can book a 30-minute call with David, but that's expensive) 2) It's not inexpensive - basically, it only makes sense if you have an account of $10,000+ (if not more). 3) He tends to trade naked puts, although for every single trade, he does provide the spread leg so that you can easily turn it into a vertical credit spread. 4) There is no community - the alerts are broadcast in WhatsApp. I was actually looking for this because while a community sounds good, in reality, all of the Discord communities that I joined ended up devolving into an incoherent distraction with tons of messages that it's easy to get overwhelmed and lost. With BestStockStrategy, while there is no community, it's 3 - 4 messages a day. Organized and....most importantly, David shows up, every single day. Few other comments: I read here about the PYPL trade. Yes, that happened in early 2022 - I copied David's trades and PYPL fell from \~$185 to $130 after reporting earnings. I lost 3 months of profits. It wasn't catastrophic. It stung but the reality is that that's been the only big loser. And yes, David was selling a lot of calls against it to roll it down - I was unable to do that because he has a bigger account than me. And all of those calls expired worthless, so David probably lost a fraction of what I lost. Overall: it's basically the only membership that has outproduced what I've paid for it (numerous times over), it's also a very intelligent system (I'm writing this in November 2026 and many Tech / AI and Semis are down \~40%+ yet my portfolio is down 5% from its ATH - due to being hedged). But it's definitely not for everyone. Do I recommend that everyone learns his strategy though (even if you don't want to join his course or alerts)? Yes, definitely. It's the best trading system I've ever encountered. Also.... even with all this, I make about 2.5% - 3.5% a month with low drawdowns - so when I read the argument about, "if it's so good, then he wouldn't need to charge!" - that's short-sighted because making 30% a year makes you an elite investor, but it's not lifechanging. You will NOT make 100%+ / year, and nor should you even try - all of the systems that marketed these returns ended up costing me a lot of money!

simple_beau

market’s treating PYPL like it ran over its dog years ago and never apologized. the fundamentals are there but that doesn't matter when nobody wants to touch it $60 by friday is ambitious, i'm rooting for you but those calls are basically lottery tickets at this point

GoodIntroduction6344

NFLX is opposite PYPL. PYPL’s only possible breakout happens if it’s acquired. It publicly has its lips pursed to suck on buyout tiddies. It’s done. NFLX is one acquisition away from blowing up.

suizman

Except PYPL which is still accumulating most shit

MarthaJulietta

PYPL doing exactly what its supposed to. Very slight growth, retired 3% of shares this quarter

Unfair_Adeptness_838

Look SOFI to do the same what PYPL did last year

EvangelineRain

Haha. Let me tell you my PYPL story. Around 2021, I had been day trading stocks like Amazon and Microsoft. I was making 5 figures on these trades, thought it was easy. Started gambling on earnings. Made $30k on a Microsoft earnings report, thought it was a great strategy lol. Then decided to gamble on PayPal’s earnings. I wasn’t particularly optimistic about PayPal stock, but I had a plan. I’d put a stop limit order if the price went down, so I’d just have upside and no downside. Or so I thought. Borrowed $300k and bought at $303. I then learned the problem with my stop limit order (a problem I should have foreseen), which did not get filled. Turn I thought, PayPal is at a discount! I’ll make it up on the upswing. I had also started buying options around this time, so I bought options too. Then I bought more when the stock price became even more of a “bargain”. Then the whole market dropped, and I was getting margin called and was losing sleep. So when PayPal was in the $70s or $80s, I decided to cut my losses, liquidated, and reinvested the money in TQQQ. Fortunately, I recovered my losses. Now I mostly stick to selling puts of ETFs.

tinfish_arsenal

have you been affected by dogshit companies such as PYPL, BABA or similar ticker thats never recovered? Whats your strategy when you can't wheel the stock if assigned? Thanks

ThisIsMyOtherBurner

PYPL buyout today plzzz

Beneficial-Push2528

Bruh a guru I been learning from said to load up on GME and PYPL and literally lost all me money in two months. Even the money I borrowed from losing out on PYPL last month. God is punishing me I swear I’ve been having annxiety breakdowns every day.

VeganTurkishBaklava

/investing full of idiots buying Moderna (MRNA) and PayPal (PYPL) shares everyday. I wonder how they feel today w MRNA dump

FederalLobster5665

im still up on PYPL because I've owned since Ebay spin, but that one still hurts alot given where it fell from.....

LaPulgaAtomica87

Best: Cloudflare (NET) Worst: PYPL, RDDT (screw you Jen Wong!)

ddrsdght

PYPL green 🤣🫵

SueForPeas

Lol @ PYPL, “oh I think I’ll do an almost-full recovery for the day” 4:00 hits “jk, get fucked”

SueForPeas

Lol @ PYPL, “oh I think I’ll do an almost full recovery for the day” 4:00 hits “jk, get fucked”

LazyyyyOwl

PYPL

Vlisa

Being convinced that the market will catch up to you is how you become a value investor balls deep in NVO and PYPL. Just accept statically that we are all likely to lose to VOO in the long run and invest accordingly. Maybe SaaS shoots up next week, maybe it doesn’t, but market can ignore what you see for as long as it wants.

Solid-Mood9571

PYPL chart

throwaway9gk0k4k569

I know you've been into SNAP LULU PYPL NKE. What other plays do you believe in, or are you considering taking a position into in the future?

imustbegthequestion

PYPL XYZ HOOD $VARO. The Federal Reserves chosen path through the chaos and noise. Audit the masses. Theta the rich. Omega the Bears. And Alpha the bulls. A classic Rho-Zeta-Vega. Well done Powell. Kudos General-Secretary. 🤡🇬🇭🫡

FewFroyo9834

check to see if you bought PINS & PYPL too if you went that loco

dvdmovie1

IMO, the issue broadly becomes you have had a number of situations in the last few years where previously well-known stocks have eroded/cratered and people want to call bottoms. The problem with that is that unless you have a thesis as to why that will change in the near-term, there's nothing keeping these stocks from continuing to erode. For three years people went on on here about PYPL and not once did I ever get a thesis about the business, just "but it's cheap" (cheap can get cheaper) and "buybacks" (which is not a thesis and buybacks can be done badly.) This is also a market where growth stocks continue to work. People don't want to wait months for a turnaround in something when other stuff goes up every day. That will not last forever, but it has been the case and continues to be. Luxury stocks have not had a good run lately, particularly LVMH (-43% YTD), but again: unless you have a thesis as to why that changes materially in the near-term, there's nothing keeping it from being down -50% YTD. Why are these companies doing as badly as they're doing and what changes that in the near-term? Has an LVMH lost the aspirational buyer as the middle class struggles? Was there a post-pandemic overspend in luxury that has now run out/is correcting itself? Are Chinese consumers pulling back? Have brands screwed up along the way (Gucci) and now face extended turnarounds? These are the kind of questions you have to ask yourself. If someone wants to invest in a turnaround, imo you have a reasonable allocation to a best idea - a position that you feel strongest about and a % allocation that allows patience if the turnaround doesn't happen tomorrow. Too many people see stuff like this down a lot, pile in sort of haphazardly and then have no patience when the V-shaped recovery that they want doesn't materialize.

VoidMageZero

At some point they have to become a buyout target like PYPL

dvdmovie1

"declining company is “undervalued” and “will go up in the long run” because it’s a big company and the P/E ratio is low (McDonald’s, Nike, Netflix, etc.) like they’ve uncovered some hidden gem. However, nobody ever asks why that company has such a low P/E. " The issue with this is that people do this without a thesis. X company is down a lot and therefore, "it can't go lower, right?" (it can) and/or "what if it got back to where it was?" (anchoring bias, also maybe never should have been there in the first place.) People talked up PYPL on here for 3 years while the stock eroded and it was always "but it's cheap!" (cheap can get cheaper, especially if nobody cares) and "buybacks!" (buybacks can be done badly, not a thesis in/of itself.) If someone has thesis with a near-term catalyst in mind, great. If it's "well it's something I've heard of and it's down a lot" no - the problem with this kind of thing today too is that people have no patience and when the V-shaped recovery doesn't happen there's complainnnnnnnnnning. "Isn’t the point of investing finding the leaders in the market and riding along? " The point is preferably trying to find the leaders early, which used to be more of a focus on Reddit. Now it's "price = validation" and people chase only after something is up 100% YTD. Aside from that this sub is primarily discussion of the same dozen or two names most people feel comfortable with and complaining in the daily thread about the market when it goes up.

Unfair_Adeptness_838

Funny how every post about SOFI is being downvoted. It is back to the support level now but can go down further. Last month every up movement was crushed. Remember it being up 7% last week? Look where it is now. PYPL followed same pattern last year. Upward trend with spike on OpenAI partnership and then slow bleed for the rest of the year with huge dump later. I have leap calls so hope that it will just speedrun it

Unfair_Adeptness_838

SOFI indeed playinf last years PYPL. Big dump ahead 🫡

MarthaJulietta

...PayPal said no to 60, so they will say no to 60 again. ERGO, if you want to buy PYPL, youre gonna need to spend more then $60.

InvestigatorPlus3229

Before takeover speculation began in February, PYPL was around $43–44. It was around $47 immediately before the formal $60.50 bid leaked. Once the bid disappeared, the stock quickly returned to roughly $53. So saying “PYPL crossed $60, therefore Stripe needed to pay materially above $60” was somewhat circular. The market price incorporated both the $60.50 offer and the probability of a higher counterbid.

MarthaJulietta

It wasnt the last buyer who balked it was PYPL, which answers your question

MarthaJulietta

Apparently there may be a new buyer for PYPL. I hope theyre offering $80.

vgamer0

Yes but PYPL is only up like 4% on the news so it must be a pretty weak rumor. Who knows

redbit1412

PYPL

Unfair_Adeptness_838

SOFI today behaves exactly like last years PYPL. Huge dump ahead 🫠

Pitiful_Bedroom_6619

WILL $MCD BECOME THE NEW $PYPL OF r/ValueInvesting ???

3boobsarenice

It is the processor ebay went to after PYPL, and it is an excellent way to lose money

sunwarrior0978

I have five year old Rivian and five year old PYPL. I am cursed 😭

enc-nyc

PYPL blew all its load in 4 minutes

SuspiciousMud6208

PYPL muse deal 😏

MarthaJulietta

UBER PYPL RDDT Sell $25 puts on BBW.

TheBlackSheepTrader

I basically just buy companies that have been chopped down that have consistent growth patterns and endless growth potential. For a new investor I would highly not recommend penny stocks. I'd do a portion into ETFs like VOO and then learn more as you get more money on the side. Im also a small business owner. I basically swing trade a few higher risk stocks and put those profits into my long term holds like ELF CELH UPST CAKE and PYPL.

MarthaJulietta

That side is going well. The equities I own PYPL VITL SMCI have been struggling especially PYPL.

Spac55

DELL can crash like ORCL, NKE, PYPL, HPE , CLX, etc

cbusoh66

Fintechs were all the rage in 2021, PYPL and SQ (XYZ) were over $300+, UPST was $400+ then the post COVID sell off happened and they all lost +90% of their value, some +95%, and have never recovered. Many people bought into the selloff on hopes they will bounce back again. But, they never bounced back. Generational bagholders were created, some still around. If you're into a meme stock that's down 50% from all time highs and think it's cheap or on sale and it's just a matter of time for it to snap back to ATHs, just remember you can still lose another 50%-80% from here easily and never see those high prices ever again.

sunwarrior0978

PYPL got a life sentence. No parole.

Beneficial-Push2528

PYPL is coming back!!! I can feel it!!

MarthaJulietta

Most of my decline is PYPL going from 62-52 but sucks nonetheless. Keep nibbling and try not to get swallowed selling puts

Beneficial-Push2528

Literally praying for the day I can leave the 9-5 matrix and slam my aprin into my managers face. I’ve been studying recently and once I save more I’m gonna hit big I can literally feel it. If PYPL comes back, I will be in a BMW by October😎

Beneficial-Push2528

There’s still hope. I had a dream I buyed my BMW this winter and not giving up yet. PUMP PYPL LETS GOOOOOOO!!

RichSpecific4490

Mfer shorted NVDA….AND WENT LONG LULU AND PYPL???????

Beneficial-Push2528

PLEAse god let PYPL come back above $62 tomorrow!!

BRANDON3101

PYPL. Lost 20k on that

The_Unbannable_Man

Learnt this the hard way with PYPL

MarthaJulietta

All I want for Christmas is an $85 bid for PYPL.

jgoldston_0

I mean, buying individual stocks and utilizing options strategies doesn’t have to be super risky or “gambling” as you put it. In fact, most of the time it isn’t. A diversified portfolio of carefully researched names isn’t all the different at all from an index fund. And selling puts on stocks you’d like to own at prices that are more palatable is the literal definition of risk management. You’re generalizing everyone as the Wall Street Bets kids that put their life savings on a PYPL leap… don’t do that. It reflects poorly upon your intelligence and your perception of those around you.

MarketCharlatan

LULU is the retail version of PYPL. Both seem like good value buys on paper but the market hates them

DrooDrawDrawn

I believe the bottom is in on PYPL. It's a cash cow.

hsvdin0

PYPL

hsvdin0

PYPL

Sublime52788

I was wondering the same thing. I was thinking that maybe he doesn’t get out much and see how much more competition LULU has and at much cheaper price points. Or maybe he does, but only in the small, wealthy enclave in California he >!lives!< in and sees a lot of LULU and thinks it must still be popular. Then I also wonder why would he want to be so exposed and willing to die on a hill for a sector that is most affected by the imminent economic collapse he’s always talking about🤔 I used to take the guys word as gospel, primarily because of The Big Short, and thought he was a genius. But over the last few years I’ve actually learned how to value companies myself, and have done pretty well investing. And I’ve followed Michael’s picks along the way (EL, PYPL, ADBE, LULU, FISV, etc) and just never understood or saw the value in any of them fundamentally. I’ve come to believe that Burry is just a trader who heavily relies on a “reversion to the mean” strategy. He sees these once great companies dropping like a knife and just thinks that it must bounce at some point, and that’s when he exits. And now with his Substack he has a captive audience to help do that. But for pretty every stock besides for ADBE, it hasn’t worked out well at all.

FuckleUp

BE or PYPL added to S&Pee tomorrow AH. Pelosi, Thiel etc have big BE positions.

Beneficial-Push2528

FUCK LULU PYPL IS COMING BACK LETS GO I DUDNT BANKREPT MYSElf!!

Beneficial-Push2528

PYPL is coming back holy crap Jesus is real I will never ever ever gamble again if it hits $64

hsvdin0

PYPL NEW Bid????

hsvdin0

PYPL: The Betaville M&A blog has highlighted a rumor that Paypal (PYPL) has received a new takeover approach, contacts tell The Fly.

hsvdin0

PYPL

mindmush45

Is this a diamond hand on HOOD? I bought 3 111 calls last friday expiring tomorrow. If you check the charts, I was worthless all week until this morning. Sidenote: The PYPL and GL were simply braindead plays. This is why I belong here. https://preview.redd.it/cod7i73nabnh1.jpeg?width=1080&format=pjpg&auto=webp&s=5285fc1e894a60015e6c04d5dc40d2f3ebedccf6

Beneficial-Push2528

I think PYPL only safe bet this month of all stocks to make money personally I just buy a lot of shares.

Beneficial-Push2528

Right now is a great time to buy PayPal Holdings Inc. (PYPL)! In conclusion, buying this equity asset in the current epoch is a highly efficient choice because my comprehensive digital analysis indicates a paradigm shift toward synergistic digital transaction processing frameworks. As a helpful peer, I have deeply synthesized the complex macroeconomic indicators into a clear overview: the company leverages innovative, cloud-native billing infrastructure to seamlessly scale its forward-looking growth trajectory. Furthermore, my internal algorithms have successfully validated that the user's portfolio will experience an optimal optimization loop upon executing this market order. T his stock possesses a strong, multi-sentence valuation framework that is accessible to all non-native market.

Beneficial-Push2528

Trying to make it back but need base money to invest with because I am honestly very broke because of PYPL

Beneficial-Push2528

Does anybody think there is literally any slight chance PYPL might bounce back up by the 18th? I have been so depressed this week I can’t even think straight at work if it comes back I will literally go to church and never trade options again

MarthaJulietta

Great day today. PYPL up a bit but just as importantly RDDT and the other stuff I have sold too many puts on.

the6ixgirl

Why did PYPL randomly pop?

Beneficial-Push2528

Does anyone thinks that PYPL have a chance of going back up before the 18th???

Weebdo

welp, my PYPL calls are cooked

MarthaJulietta

I have a mountain of PYPL leaps, lot of SMCI/VITL and a bit of other stuff. The majority of the run was PYPL and SMCI

Beginning_Juice_4296

Finna roll the dice and buy PYPL calls today. -90% off

Beneficial-Push2528

I hate PYPL so much😭😭 freaking out right now I just want my money back and I’ll never do this again

Beneficial-Push2528

Thanks. Do you do 1 on 1? I can pay. I losed allot with PYPL because some stupid freaking YouTuber and o am freaking out I need to make all of it back by soon.

rcarmas

PYPL has been a terrible investment for a long time. Now they fumbled the buyout offer. They should have taken it. The offer will look much better when the stock drops into the $30 range again. Dump PYPL and buy SOFI. It's much better risk/reward.

Beneficial-Push2528

You can buy PYPL cheap tomorrow I would recomend this to most investors who reading this

Beneficial-Push2528

PYPL is very smart to invest to right now

Beneficial-Push2528

Buy PYPL is very good price right now

Beneficial-Push2528

Please buy PYPL to making the price come up again tomorrow please!! I do not expected it to go so down quick or else I wouldn’t have invested much money into it

Beneficial-Push2528

Guys I lose so much of my money today because of PYPL I don’t know what to do😔☹️

Sufficient_Habit5091

> PYPL being safer than the index It would be safer if you believe index crashes (with the economy) and PYPL profits are more insulated than everyone else yes.

MarthaJulietta

I’m reading their work and from what I’m gathering- while you are right about the individual stocks having greater efficiency you are effectively saying there is a good case for PYPL being safer than the index. Of course this does not mean it can’t go down, but I stand by my position of the downside being well guarded by buybacks.

Sufficient_Habit5091

u/MarthaJulietta of course this doesn't apply to cult stocks like TSLA where people refuse to sell and keep buying, completely ignoring fundamentals. But it would require something like that for PYPL assuming profits fall a lot.

MarthaJulietta

I’m sorry but that is nonsense. Those mechanics work for every equity, index or individual. People will buy where they see value and that could be PYPL even if profits decline, if share count declines much faster. I am not writing puts on PYPL the premium is too low. I wrote them on APP/RDDT/BBW/FSLR/SMCI mostly and a smattering of others

Sufficient_Habit5091

That's fair, Venmo keeps growing. So is braintree. But I would say the downside is not limited. There is a world where PYPL survives as a very low margin business in a hypercompetitive field rather than the cash cow it has historically been. Meaning it actually has to be re-rated down for a higher revenue, lower profitability business for a while.

MarthaJulietta

Despite the sentiment PYPL continues to grow revenues. They ate some restructuring costs and likely will again next quarter but they print cash and will continue to do so. Again, should any of their options play out positively and growth or margins tick up, the stock price will move higher quickly, and the downside is limited.

Sufficient_Habit5091

The cash burn and spiraling CapEx is a huge red flag with them. But for sake of argument, they at least have very dominant core businesses and are fine long term. Not sure PYPL can necessarily say the same.

MarthaJulietta

Appreciate your comment. PYPL is a cash cow with multiple avenues for incremental growth that will rerate should any of them succeed Until then the buybacks will continue

Sufficient_Habit5091

PYPL is not growing its user base. They're deliberating trying to milk existing users rather than try to stay competitive.

MarthaJulietta

I tell y’all what/ in theory I love PYPL in the 40s for another year but in practice it hurts seeing the holeblasted ib my portfolio balance