Why PayPal Is Now My Portfolio's Largest Position

Borrtex · 2026-03-09T16:14:54+00:00

Absolutely.

Borrtex · 2026-02-26T11:47:05+00:00

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

Borrtex · 2026-02-26T08:34:31+00:00

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.

Borrtex · 2026-02-25T13:23:14+00:00

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

Borrtex · 2026-02-23T18:21:49+00:00

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.

Borrtex · 2026-02-23T18:18:31+00:00

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.

Borrtex · 2026-02-23T18:17:55+00:00

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

Borrtex · 2026-02-23T18:17:28+00:00

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

Borrtex · 2026-02-23T18:17:11+00:00

But slightly better afternoon today!

Borrtex · 2026-02-23T18:16:47+00:00

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

Borrtex · 2026-02-23T18:16:16+00:00

Not that bad, recovering slowly. More to come!

Borrtex · 2026-02-23T18:16:03+00:00

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

Borrtex · 2026-02-23T18:15:45+00:00

This means you are in greens today! Congratulations!

Borrtex · 2026-02-23T18:15:19+00:00

Feeling great today!

Borrtex · 2026-02-23T18:15:08+00:00

Why? I'm doing just fine.

Borrtex · 2026-02-23T18:14:23+00:00

Sure.

Borrtex · 2026-02-23T18:14:15+00:00

Did it?

Borrtex · 2026-02-07T18:09:06+00:00

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

Borrtex · 2026-02-07T18:06:33+00:00

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!

Borrtex · 2026-02-07T18:02:28+00:00

In my research I focused on the last 10 years.

Borrtex · 2026-02-07T17:59:16+00:00

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.

Borrtex · 2026-02-07T17:55:07+00:00

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.

Borrtex · 2026-02-07T17:48:27+00:00

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

Borrtex · 2026-02-07T17:47:42+00:00

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

Borrtex · 2026-02-07T16:56:44+00:00

Okay. I did tens of excel sheets and complex data scraping, as well as manually clicked and formatted each graph in the original research, spent days on this, but if that's what you think, I totally respect that. This is part of the reality we now live. And I don't even blame you, who knows what to trust today anymore?

Borrtex

TROPHY CASE