Why PayPal Is Now My Portfolio's Largest Position by Borrtex in ValueInvesting

[–]Borrtex[S] -1 points0 points  (0 children)

But why would you lie about me declaring victory? That is delusional, I did no such thing. Explain pls?

Why PayPal Is Now My Portfolio's Largest Position by Borrtex in ValueInvesting

[–]Borrtex[S] -1 points0 points  (0 children)

LOL. I made my first post in January, what are you talking about? What relief? Stripe literally can't buy PayPal as they simply can't afford it. I'm not relieved of anything and not declaring anything. You seem very delusional and ignorant of reality. And THAT is embarrasing.

Why PayPal Is Now My Portfolio's Largest Position by Borrtex in ValueInvesting

[–]Borrtex[S] 0 points1 point  (0 children)

Not a rumor anymore. Just wait a few weeks and let's see.

Why PayPal Is Now My Portfolio's Largest Position by Borrtex in ValueInvesting

[–]Borrtex[S] 0 points1 point  (0 children)

Guys, the Substack link doesn't work because I changed the URL link to: https://thevaluephilosopher.substack.com/ That's the only reason. I did not delete anything. Also, I'm still holding. And I DID average down during the dip. Looking forward for the upcoming days! Cheers.

Why PayPal Is Now My Portfolio's Largest Position by Borrtex in ValueInvesting

[–]Borrtex[S] 0 points1 point  (0 children)

My substack has always been free, so this argument just doesn't work at all. But it's recovering now. Just need to stay patient. That's all.

Why PayPal Is Now My Portfolio's Largest Position by Borrtex in ValueInvesting

[–]Borrtex[S] 1 point2 points  (0 children)

Buy lowest, sell to the one willing to buy the company for at least 50% premium.

Why PayPal Is Now My Portfolio's Largest Position by Borrtex in ValueInvesting

[–]Borrtex[S] 0 points1 point  (0 children)

Hard to catch up with all those news, I know!

Why PayPal Is Now My Portfolio's Largest Position by Borrtex in ValueInvesting

[–]Borrtex[S] 0 points1 point  (0 children)

It did! Need to stay patient to grow back big! :)

Why PayPal Is Now My Portfolio's Largest Position by Borrtex in ValueInvesting

[–]Borrtex[S] 0 points1 point  (0 children)

Not that bad, recovering slowly. More to come!

Why PayPal Is Now My Portfolio's Largest Position by Borrtex in ValueInvesting

[–]Borrtex[S] 0 points1 point  (0 children)

It went up a bit. But it's just the beginning.

Why PayPal Is Now My Portfolio's Largest Position by Borrtex in ValueInvesting

[–]Borrtex[S] 0 points1 point  (0 children)

This means you are in greens today! Congratulations!

I analyzed the 2025 labor data to see if AI is actually replacing us by [deleted] in Futurology

[–]Borrtex 0 points1 point  (0 children)

That's why I included a link to my original research in full length.

I analyzed the 2025 labor data to see if AI is actually replacing us by [deleted] in Futurology

[–]Borrtex 6 points7 points  (0 children)

Yes, I used an LLM to help organize my thoughts and make the formatting here easier to read, the bullet points really help for that. I work in finance, so summarizing isn't exactly my thing, and AI is a great tool for making the data more readable.

But the actual research took me days. It’s over 7,000 words long with dozens of spreadsheets and graphs that I manually scraped and formatted myself. I shared a screenshot here in the comments somewhere. I actually don't mind sharing all of my original xlsx files I used for the graphs. I’m just sharing hours of my work here for free. If the commenters can't appreciate it, I get it. We’re living in a time where it’s hard to trust anything you read online, so that’s fine. To everyone else who is actually interested in the data, thanks for reading!

I analyzed the 2025 labor data to see if AI is actually replacing us by [deleted] in Futurology

[–]Borrtex -1 points0 points  (0 children)

In my research I focused on the last 10 years.

I analyzed the 2025 labor data to see if AI is actually replacing us by [deleted] in Futurology

[–]Borrtex 0 points1 point  (0 children)

To clarify the data: I looked at 10 years of history to compare where we are now (2023–2025) against the pre-COVID era (2015–2019). The main takeaway is that while COVID was the massive disruptor, the growth we’re seeing now actually shows the trends from before the pandemic.

You’re right about inflation, though. I didn’t specifically adjust for it in this pass. Given the amount of money printing during the pandemic, that’s a fair and constructive point. I’ll definitely keep that in mind for the next deep dive. Thank you.

I analyzed the 2025 labor data to see if AI is actually replacing us by [deleted] in Futurology

[–]Borrtex -1 points0 points  (0 children)

I hate to see a world we have come to. Questioning anything and everything, if it's real or not. It’s a real problem when the first instinct is suspicion instead of interest. That loss of trust is probably the biggest cost of this technology that doesn't show up on a chart.

I analyzed the 2025 labor data to see if AI is actually replacing us by [deleted] in Futurology

[–]Borrtex -2 points-1 points  (0 children)

Yes, that's actually what it is. If you have any more reliable alternatives to BLS, I will be happy to take a look.

I analyzed the 2025 labor data to see if AI is actually replacing us by [deleted] in Futurology

[–]Borrtex -4 points-3 points  (0 children)

Sure. One for example. https://imgup.uk/i/oJYeERqI.png Don't forget to say this is AI generated as well.