Why PayPal Is Crushing the Market This Year
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- Опубликовано: 25 дек 2024
- Mizuho fintech analyst Dan Dolev joins Josh Brown to discuss the potential earthquake coming for Visa and Mastercard, the reasons behind PayPal's big rally this year, why Affirm's genius founder Max Levchin is important to watch and Accenture as a "picks and shovels" play for investing in AI.
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
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Really informative interview. Great questions Josh. Excellent, knowledgable guest. Thanks
A Monday treat!
Amazing interview and very valuable content . Thank you so much!
Got tired of waiting and sold in the low 70s. You're welcome, everybody. Thankfully I bought it in the low 60s/high 50s.
Sold way to early!
The reason PayPal is going through the roof is because I sold my position.
don't it always 🤣
TY!
i love how Josh throws in a "talk your bag" episode every once and a while. Makes him seem mortal.
The forward p/e was below 20 and there is still growth ahead. Buying PayPal in 2024 was a no brainer
Stock price was down, people were negative. Stock price went up, people are positive. So basically: the stock market
Thumbs Up PYPL video. Thanks
If Data is new oil then Paypal has biggest reserve ever on the earth 😎
New products and New management = Boom
Josh Brown looks like he could be the Rizzlers dad
I have been wondering why the performance of Visa has been so sluggish given the company has continued to deliver its results. Stocks live in the future not the present I guess.
Dan is great
It’s all because of the Will Ferrell ads. He’s the greatest pitchman of all time.
Love $AFRM
The most importnt part being overlooked is that How paypal would initiate to redefine its business operation/strategy between its 3XM current existing merchant and 3XXM consumer/single user accounts.Not to mention that Strip's TPV would exceed Paypal payment volume. Current Paypal Evaluation is traded less than 10x of its FCF. The competition is too obvious not to ignore.
No
I remember when you said you stole it at 186.
Been holding it since low $60s.. It's bottomed and nothing but upside from charts.
PayPal actually started exploding again after they start doing by now pay later. That's where the market is going now
Isn't fednow using visadirect?
I have never used PayPal despite having all kinds of online accounts. It seems to me PayPal was created for the world outside of US.
Great show. Curious why a special episode on PYPL?
Because they are long PYPL
@@robert95346 As they should be.
@@robert95346talking their book it seems
@@robert95346so they have an episode for every stock they own?
PARTY ON 🥳🥳🥳✌️✌️✌️
this direct payment thing seems like what i saw all the locals using when i was in thailand. they scan a qr code and pay. they then prove they have paid by showing the screen of their phone to the vendor. not exactly sure what is on the screen. a bit of trust there that the customers phone is showing them a genuine proof of payment i'm guessing. they must have thought it through though i assume.
Analysts only get positive or negative on stock price movement
I used to own an eBay store and PayPal are pigs can’t shake that people will not use them
Cut 22000 jobs in two years, increasing revenue from selling advertising, buying back shares for years, and now we will see the fruits of their labour.
Hot take: got nothing to do with CEO/Management. SQ is also up and even higher than PYPL, it’s likely just the markets are better since 1 year ago.
YTD - PayPal - 30.59%
YTD - SQ - (9.01%)
@@qball66 I said 1 year, not YTD. SQ - 49.95% PYPL - 38.93% both went up, SQ did it earlier while PYPL much later… and no the new CEO came in much earlier than 1 year ago.
Youre wrong about management making the difference. Pypl is a growth plus value play all in one.
It’s both. That’s what’s exciting. Fed cuts rates, the rest of the market like nvda cools down. People need a place to put profits. PayPal is one of the only super undervalued tech stocks. Fintech may be turning a corner. Alex Chriss has been absolutely flawless since his shock the market debacle. The news articles have switched bullish.
All the partnerships and the narrative has changed. They still have a lot to prove with actual earnings reports. I’m worried about this upcoming earnings if we rally too hard into it. Hopefully he saved some news for the earnings report
Apple opening up its pipeline for PayPal to make payments was huge.
The Checkout Button is 80% profit. How?
Locks in the sale. Without it at best is ad and click data.
No cost hardly in offering a checkout button.
Cover IBKR up 60% this year
aaaaand here we go again, whenever Mr. Brown get excited about a stock, in a matter of a couple of weeks, the stock plummet, I am seriously thinking he could be the next Jim Cramer, he's definitely on the right path; It happened with ECPG (days before a 22% drop), MARA and RIOT in March and now EBAY and PYPL. What's the story behind? Is he putting money were he puts his words, is he just doing some dumb calls or maybe...?
Good luck with affirm. It’s trash “predatory “ lending in my eyes. Only see it offered at checkout where people are buying items that shouldn’t be bought if you need to finance to purchase. It’s feeding off of buyers that shouldn’t be buying at that moment when it’s discretionary purchases that the target audience doesn’t have the money for and shouldn’t be buying in the first place. Just causing a much larger outstanding credit risk and eventual collapse. No thanks
Why is palantir and nio crushing it and sofi soon to come?
no
Josh y no mention of sofi analyst has buy rating he's pretty bullish I knw ur boys were shorting it but it looks like it weathered the storms 4 quarters of gaap profitability soon
JB shorts😂
First!
Josh’s hate for Elon spews through him!! can’t help himself…
Bruh said can_airy