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The Long Investor
RT @DeItaone: ❖ $PYPL RESULTS: Q1
• Total payment volume $403.9B, +14% y/y, EST $392.9B
• Net revenue $7.7B, +9.4% y/y, EST $7.51B
• Transaction revenue $7.03B, EST $6.79B
• Other value added services revenue $665M, EST $723.3M
• US net revenue $4.47B, EST $4.37B
• International net revenue $3.23B, EST $3.12B
• Transaction margin dollars $3.5B
• Total operating expenses $6.53B, EST $6.45B
• ADJ operating income $1.40B, EST $1.55B
• ADJ EPS $1.08, ADJ free cash flow $1.86B, EST $1.19B
• Payment transactions 6.51B, EST 6.45B
• Guides FY Adj EPS increase by a low double-digit percentage compared to $0.87 in the prior year period.
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RT @DeItaone: ❖ $PYPL RESULTS: Q1
• Total payment volume $403.9B, +14% y/y, EST $392.9B
• Net revenue $7.7B, +9.4% y/y, EST $7.51B
• Transaction revenue $7.03B, EST $6.79B
• Other value added services revenue $665M, EST $723.3M
• US net revenue $4.47B, EST $4.37B
• International net revenue $3.23B, EST $3.12B
• Transaction margin dollars $3.5B
• Total operating expenses $6.53B, EST $6.45B
• ADJ operating income $1.40B, EST $1.55B
• ADJ EPS $1.08, ADJ free cash flow $1.86B, EST $1.19B
• Payment transactions 6.51B, EST 6.45B
• Guides FY Adj EPS increase by a low double-digit percentage compared to $0.87 in the prior year period.
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The Long Investor
$PYPL First Target has now been hit in the PM.
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$PYPL First Target has now been hit in the PM.
$PYPL very nice test of the 50 and 200 Day MA for support and bounced
Moving well leading up to earnings tomorrow before the market opens.
First Target is at $71 if this gets a clean breakout.
They need a flawless report now, no surprises and improving margins. https://t.co/nPgUApsqHh tweet
The Long Investor
$PYPL now up 40% in 6 months.
Nice
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$PYPL now up 40% in 6 months.
Nice
$PYPL is up 32% over the last 6 months
This not a meme stock
It’s a $70 Billion market cap company and to be up 32% in a half a year is not a bad performance.
You want a steady climb in the right direction, you don’t want parabolic moves, charts break down when this happens. tweet
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The Long Investor (@TheLongInvest) on X
$PYPL is up 32% over the last 6 months
This not a meme stock
It’s a $70 Billion market cap company and to be up 32% in a half a year is not a bad performance.
You want a steady climb in the right direction, you don’t want parabolic moves, charts break…
This not a meme stock
It’s a $70 Billion market cap company and to be up 32% in a half a year is not a bad performance.
You want a steady climb in the right direction, you don’t want parabolic moves, charts break…
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The Long Investor
RT @Stock_Inf0: PayPal repurchased $1.5B worth of shares in Q1 2024 👑
With the $PYPL results out, let's take a look at how the shares outstanding evolved.
Currently, PayPal has 1.053B shares outstanding (as of March 27th). A decrease of 10.82% since 2021 📉 https://t.co/ciUnWljZ9E
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RT @Stock_Inf0: PayPal repurchased $1.5B worth of shares in Q1 2024 👑
With the $PYPL results out, let's take a look at how the shares outstanding evolved.
Currently, PayPal has 1.053B shares outstanding (as of March 27th). A decrease of 10.82% since 2021 📉 https://t.co/ciUnWljZ9E
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Daniel
Michael Mauboussin recently held a fantastic speech on: How the best Investors Behave
He explained what they do differently and how we can copy their tactics.
Here’s what they do👇🏼 https://t.co/gpW9sg0g0D
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Michael Mauboussin recently held a fantastic speech on: How the best Investors Behave
He explained what they do differently and how we can copy their tactics.
Here’s what they do👇🏼 https://t.co/gpW9sg0g0D
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The Long Investor
$BTC ETF started trading today in Hong Kong and did not start well but are we surprised?
The chart already showed the 50 Day MA rejected on the 23rd of April
Don’t fight the trend, take advantage of it and load up when the pull back is complete
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$BTC ETF started trading today in Hong Kong and did not start well but are we surprised?
The chart already showed the 50 Day MA rejected on the 23rd of April
Don’t fight the trend, take advantage of it and load up when the pull back is complete
$BTC I have white circled the moment the price hit the 50 Day MA on Tuesday and Weds this week and rejected.
The $SPY is now testing the 50 Day MA from below.
$BTC looks to be a few days ahead of the market....is this an indication of what will happen to the $SPY next? https://t.co/EjYfUyq6Lg tweet
Antonio Linares
Every investor needs a north star. This is mine:
1. Stocks are pieces of a company. A stock goes up 10X if the company's free cash flow per share levels go up 10X too.
2. To do that, a company needs to increase its earning power while increasing its defensibility. Often, this means that profits have to be pushed far out into the future.
3. We live in a network-defined economy, in which every industry is increasingly tending towards a winner-takes-all scenario. To truly understand companies today, you need to understand networks.
4. Networks are built via process power - by taking repeated actions everyday that convince the world to do business in your servers. From process power emerge all the moats that are relevant in the modern economy, like network effects, switching costs and branding.
5. Companies with extraordinary process power tend to multiply their revenue over time and are hard to disrupt, because their moat just keeps getting stronger. The focus of their process power tends to be on their customers.
6. Financials are the rearview mirror and qualitatives are the windscreen. When customer centricity and/or process power is lost, the company is on its way to fail. An obsession with end customers and willingness to experiment and self-canibalize / tolerance of failure will likely equate to financial success over the long term.
7. Moats eventually compound to create platforms, whereby the company in question brings a good/service to the world with an unattainable price/quality ratio. This privilege is reserved for the select few companies on Earth that have truly outstanding process power and extraordinary capital allocation skills. These companies are the 100 baggers of the world.
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Every investor needs a north star. This is mine:
1. Stocks are pieces of a company. A stock goes up 10X if the company's free cash flow per share levels go up 10X too.
2. To do that, a company needs to increase its earning power while increasing its defensibility. Often, this means that profits have to be pushed far out into the future.
3. We live in a network-defined economy, in which every industry is increasingly tending towards a winner-takes-all scenario. To truly understand companies today, you need to understand networks.
4. Networks are built via process power - by taking repeated actions everyday that convince the world to do business in your servers. From process power emerge all the moats that are relevant in the modern economy, like network effects, switching costs and branding.
5. Companies with extraordinary process power tend to multiply their revenue over time and are hard to disrupt, because their moat just keeps getting stronger. The focus of their process power tends to be on their customers.
6. Financials are the rearview mirror and qualitatives are the windscreen. When customer centricity and/or process power is lost, the company is on its way to fail. An obsession with end customers and willingness to experiment and self-canibalize / tolerance of failure will likely equate to financial success over the long term.
7. Moats eventually compound to create platforms, whereby the company in question brings a good/service to the world with an unattainable price/quality ratio. This privilege is reserved for the select few companies on Earth that have truly outstanding process power and extraordinary capital allocation skills. These companies are the 100 baggers of the world.
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Brandon Beylo
Silver investors watching this pull back knowing full well this is exactly how they thought it would happen.
#silver https://t.co/xdwGFviv9S
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Silver investors watching this pull back knowing full well this is exactly how they thought it would happen.
#silver https://t.co/xdwGFviv9S
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