One Thing PayPal Investors Missed...
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- Опубликовано: 3 июн 2024
- A lot of investors had high expectations for PayPal stock heading into Q4 earnings. Results were great but instead of rallying, PYPL stock dropped 11% following its Q4 earnings results.
In this video, I'll go over PayPal's Q4 earnings results and one important thing that most investors might have missed...
📃 PayPal Q4 Earnings Article:
bit.ly/42EdV3E
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⏳ Timestamp:
00:00 Intro
00:54 Growth
05:01 Profitability
08:10 Health
10:16 Outlook
14:41 Valuation
16:37 Thesis
📄 Disclaimer:
The information content provided by Riyado Sofian is intended for informational, educational, and entertainment purposes only. Content presented by Riyado Sofian reflects his personal research and opinions, and does not constitute, and should not be construed as, investment advice. 
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Great video, watched it whole, continue in your work, you are doing great.
Thanks for sticking till the end. Appreciate the support!
Its an advantage that the shares are undervalued, when implementing share buybacks.
Yes, hopefully management will be greedy at these prices :)
Incredible video, thank you
Thank YOU!
Nice analysis
Thank you :)
Hi nice video as always! I would appreciate your opinion (and in case a video :)) on coupang and dbx after the dip..thanks a lot!
Thank you! Haven't looked into those companies but I'll keep that in mind!
Great Video. Are the price targets you shared a 10 year outlook? If so, what are your price targets 1 year out?
Those price targets are based on a 10-year DCF but they are one-year price targets :)
Thank you . I truly believe you give the best educated investment advice for anyone on youtube
Thank you for your kind words :)
Can you please do an updated video of HIMS. Thanks.
I also will appreciate an update on HIMS ! Thanks.
I will for sure. Waiting on Q4 results :)
@@riyadosofianGREAT! Thanks much.
Very good video!! I agree with your outlook. I feel 2024 will be their transition year. It seems most expected things to turn around immediately with the arrival of the new CEO and it'll take longer, but I don't see it as a problem. It does seem like Alex Chriss made a mistake saying "shock the world", but overall I think he's doing the right things to turn this business around. I'm in this for a long while and I decided to be patient with this stock for now. Thanks for this great video.
Thanks for sharing your thoughts. I understand that it takes time to turn a company around. But still no reason to hype the crowds and guide for no earnings growth in 2024 🤦♂️
Thought they are under estimating the non gaap eps when they exclude the SBC etc. Meaning if they add that in, the eps would hv been higher than last year. Am I right?
Nope. The guide already adds back SBC and payroll taxes. The updated guide in Q1 will subtract out these items, so it will be lower.
Can’t wait for your updated $HIMS video. Hope it’s coming today?
Probably in 3 days. I'm quite slow to make content 🥹
@@riyadosofian I hope you finish this one early since momentum are high now. Thanks boss 🙏
@@riyadosofianThis is a kind reminder. Thanks my friend.
Suggestion: Can you do a video on your top-3 opportunities? I think it'll help your channel a lot if you do something like that at beginning of every month. It's just a suggestion. :)
Great suggestion. For now, I plan to do that every quarter. If I do it every month, I feel like I'm going to share the same stocks and say the same things again and again 😅
@@riyadosofianThanks so much for replying to me! Yep, every quarter is also good. The point here was to revisit these occasionally to learn the trend, and also I believe it'll increase the engagement on your channel. Thanks again.
Could they be sandbagging to keep the share price on depressed levels until they deployed all the cash at their hands?
That could be a possibility. I’d be happy if they accelerate share buybacks at these levels.
Could that be considered to be fraudulent or market manipulation? @@riyadosofian
75% of the investors are institutions, so the price action is up to them.
You have a point
People just don't understand what's happening. PYPL's market outside the West is limited. Besides having numerous competitors, no one in the Global South and East wants to put money in a US institution anymore as they are afraid it can just be taken away or frozen if the US govt decides it doesn't like you.
What does PYPL offer that others do not, to some analist its technology is going to be outdated. It is just still one of the bigger brand in its sector, but that's it. Having a stable income is great, but not for a growthstock. It has shown its growthpower in less than a year, which should have been over 10 years, which would have given the time to also invest into research and development. Goodluck to the people who owns this stock, because it looks really as a great stock, but not in current year.
Well done in the video, you compressed the important topics in less than 20 minuts @Riyado Sofian. But you only hit the topics that are on the surface. If you really like this stock, I suggest you further your research into it and flip the iceberg please.
Thanks for sharing and thank you for the feedback. I'll try to provide more unique insights next time :)
Too much Paypal focus!
Because it's one of my largest positions
@@riyadosofian I get it but in general, not just on your channel. You got amazing stock picking skills and competence regarding analysis of companies, would simply love to see more focus on players who are flying under the radar.
Worst ceo
very disappointed with paypal stock, I could have put my money in any M7 stock and get a great return now already.
It sure is frustrating to see PYPL underperforming...