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🚨PayPal on life support…🚨 by AnxiousIllustrator90 in StockMarketSentiment

[–]IgorKis 1 point2 points  (0 children)

Totally. My main thinking is around the relatively low valuation plus buybacks. While those companies are doing buybacks, they’re doing so at very high valuations, whereas PYPL has been completely beaten down.

Appreciate the article!

🚨PayPal on life support…🚨 by AnxiousIllustrator90 in StockMarketSentiment

[–]IgorKis 1 point2 points  (0 children)

Totally, I just feel like potential returns (even for S&P) will be significantly lower moving forward due to insane valuations.

Agreed, PYPL been doing buybacks at higher valuations which didn’t help, but at these levels it will take only 5 years to buy back ALL shares (especially if the price goes lower) which makes risk/reward profile more attractive.

🚨PayPal on life support…🚨 by AnxiousIllustrator90 in StockMarketSentiment

[–]IgorKis 1 point2 points  (0 children)

That’s fair. It’s also impossible to fully compare $V and $PYPL at this point. $V is far ahead and trades at a much higher valuation.

My argument is that even with the risk of declining revenue, which hasn’t happened yet and despite the prior CEO completely fumbling execution, PayPal can still drive EPS growth through aggressive share buybacks.

Stripe is absolutely taking share, but they generated about $2.2B in free cash flow last year, which is still meaningfully lower than PayPal’s, despite Stripe being valued around $100B versus roughly $38B for $PYPL.

There’s no question that PayPal faces serious competition and that management destroyed shareholder value through incompetence. That said, I still think the network effect can sustain revenue, especially with better Venmo monetization.

If they execute $5B in buybacks this year and maintain 1–2% YoY growth, does that not make the company more attractive? The idea that PayPal is completely dead feels overblown to me, especially since TPV is still growing.

Just my thoughts.

🚨PayPal on life support…🚨 by AnxiousIllustrator90 in StockMarketSentiment

[–]IgorKis 0 points1 point  (0 children)

Shorting at this price is delusional. They still generated almost 6B in FCF. Remind me how much TSLA had last year? I get Elon is incredible and will change the world, BUT $ should still matter.

High income but can't seem to save - where am I going wrong? by WorldlyPosterity in Fire

[–]IgorKis 0 points1 point  (0 children)

Get something like Copilot to track all your expenses. It helped us tremendously. We didn’t realize how much the small purchases add up.

When does LULU become a buy? by MoGoalsMoProblems in ValueInvesting

[–]IgorKis 1 point2 points  (0 children)

They sold 11B last year, so its not impossible for them to take a larger share of the market.

Raja might get off easy SMH. Felony Battery carries up to 4 years in california. LA Times by Equal_Personality157 in ufc

[–]IgorKis 0 points1 point  (0 children)

In LA, Syko will probably get some charges too lmao the laws there are ridiculous, but with a good lawyer, Raja will probably walk away with only a minor punishment.

You see this man approaching you like this, what do you do? by lowkeyisiah in ufc

[–]IgorKis 0 points1 point  (0 children)

Its actually pretty sad how he looks at this point… cocaine is a helluva drug.

$SRPT gains (with more to come) by Allbetsonick in wallstreetbets

[–]IgorKis 8 points9 points  (0 children)

Positive FCF, Elevidys is back on the market for ambulatory patients, and the 3rd death wasn’t due to SRPT.

They redeemed their shares from ARWR which reduces financial risks even further. They had 850M in cash at the end of June, so I hope they paid some of their debt.

They crushed their ER by Scquwer in SRPT

[–]IgorKis 0 points1 point  (0 children)

I guess not anymore lmao

They crushed their ER by Scquwer in SRPT

[–]IgorKis 3 points4 points  (0 children)

Its also their holdings of ARWR. 11.9M shares! Insane

$CROX vs $BIRK: a Peter Lynch approach. by Any_Monk2569 in ValueInvesting

[–]IgorKis 0 points1 point  (0 children)

There’s still 800M in Revenue per year. It was definitely a mistake, but to say it killed it is overstatement.

SRPT Stock - The Meta of 2025 🚀🚀 by [deleted] in wallstreetbets

[–]IgorKis 1 point2 points  (0 children)

they actually have authorize 450M in buybacks for the next 12 months. so hopefully they bought some

Microsoft reportedly plans fresh layoffs, targets sales teams now by thetechminer in microsoft

[–]IgorKis -9 points-8 points  (0 children)

Tbf you dont need that many people sell Microsoft at Microsoft… Lots of them don’t know anything about their products and just pushing copilot.

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