I Was Wrong On PYPL / It Is A 3X to 5X Value Stock To BUY NOW! (risk and reward investing)

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Value Investing with Sven Carlin, Ph.D.

Ай бұрын

Many say I am wrong on Paypal stock PYPL. Here is a risk and reward investing discussion!
Old PYPL video • PAYPAL Stock Analysis ...
My passion is to look for low risk high reward investment opportunities. I apply my accounting skills and investing experience in order to find interesting investment ideas that offer the possibility to lead me towards my financial goals.
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Пікірлер: 305

@Value-Investing Ай бұрын

Previous Paypal Stock Video: kzfaq.info/get/bejne/gMqdd7B7vdy8mX0.html

@BlackRaven120895 Ай бұрын

Both video are good. As mentioned before your approach in this channel is really great. I have a long position on PayPal and my perspective will remain long but I loved your previous video, really a good analysis. Only time will show who was right😊

@elishanana4469 Ай бұрын

Could you do an analysis about spam systems please!

@BlackRaven120895 Ай бұрын

@@elishanana4469 what do you mean?

@SigFigNewton 16 күн бұрын

@@BlackRaven120895trying to pick winners without listening carefully to those who disagree with ones picks is madness

@SigFigNewton 16 күн бұрын

@@BlackRaven120895it amazes me how many people seem to try to pick without listening carefully to those who disagree with their picks

@AldrichLouw Ай бұрын

Don't worry about all the criticism Sven. You make great content. PayPal is in a transition year and they are changing their revenue mix that could possibly put margins under pressure over a long time. Being through many transition periods in my time in corporate there is no guarantee that they work out. For me this stock could 3x but management needs to prove themselves first over the next year.

@Value-Investing Ай бұрын

that summarises it!

@jnardiello Ай бұрын

I agree, just underlying one thing: it could (easily) NOT work out and this could easily turn in a meat grinder for investors. The problem is that many (many) people simply invested based on price and the comeback stories you can find everywhere here in KZfaq - as polarized content creators (whose incentive is to gather views, let’s keep this in mind) pushed one story or the other. Truth is what Sven said: nobody is saying that there’s risk in this investment and that likely there are better ways to deploy money on the market. No reason to take it personally, he is simply speaking truth. But again.. the problem are the people currently being invested, already taking a hit, who bought on partial analysis from non professional content creators masked as “value investors”.

@richardbauer8154 Ай бұрын

@@jnardiello You have to listen what management tells analysts. Chriss said, Q2 numbers are already ahead of expectations. ;-)

@luigigetsu Ай бұрын

Chris is already a proven manager, he did an outstanding job at INTU, and he started just as well here in his first quarters. I like management and I think the ad business is usually low risk and high margins, this story seems to me like it's in the correct direction and I'm willing to put a portion of my portfolio behind it at this valuation.

@rebeccayuan Ай бұрын

Lack of innovation is PYPL ‘s obstacle.As a tech company, you have to constantly innovate to be alive.

@johnmcquaid7524 Ай бұрын

Dr. Carlin’s dry humour is the best. I hope you have a nice summer & thank-you for your channel!

@Nufaa2 Ай бұрын

Sven, some people can't handle opinions that they don't agree with. Stay the course, your ability to say the unpopular is what makes your channel one of the best

@OxMiroslav Ай бұрын

I am really enjoying your free content even I am not fundamental investor. Thank you very much!

@Value-Investing Ай бұрын

Happy to hear that!

@MarbledKing Ай бұрын

But if you start buying when PYPL reaches 150$, what profit do you hope to make? This sounds like momentum investing, not value investing.

@georgmueller6586 22 күн бұрын

You do not need to wait for it to be 150 but you need to see improvement in the company performance. Otherwise it is a gamble and value investing. Value investing is when a company has value which has not been recognised by the stock market. PYPL's value is not higher than the current stock price.

@Shosho-ij5ob Ай бұрын

Sven, I watched both the videos. I like this video where you explain about your way of looking at Risk & Reward investing - this was helpful to me personally. And I also liked the way you handled the comments - looking at them through analysis perspective.

@Value-Investing 29 күн бұрын

happy to hear that!

@ashwink7687 Ай бұрын

I invested in PayPal. That's the beautiful thing about investing, not everyone will think alike😊 Appreciate what you do!

@armandodiasstamilesoares2710 Ай бұрын

I don't think Sven did a proper research, he just said they are losing market share which is not true. The whole digital payment is supposed to grow at 12% CARG and it is undeniable that a Forward PE of 12,6 is low. The company went down because they stop innovating and old management. Of course it can go lower, but it is all about risk reward... It is not a dying company if it is still growing its QoQ active accounts and increasing their revenue and net profit YoY... Just saying

@jodrhh Ай бұрын

Thanks SVEN I just put my entire life savings on PYPL 🙏

@Wavyyyaf Ай бұрын

😂😂😂

@stanislavgritciuk337 Ай бұрын

Very wise

@matthewrogerson9119 Ай бұрын

Lol definitely a troll.😂

@sergiomendiola9452 Ай бұрын

I don’t know what to buy should I put everything I have in it all I hear is PayPal PayPal

@dejvan9300 Ай бұрын

Never ever do such a thing!! 😅

@alberto_7683 Ай бұрын

You do it great Sven, I really appreciate your work :)

@Value-Investing Ай бұрын

thanks!

@daudkaun3807 Ай бұрын

Excellent vidéo. Thé Logic is rock solid.

@fepeerreview3150 Ай бұрын

4:44 When a company like PYPL is far down and staying down, yes, it may look like a value opportunity. But there are some questions that must be asked. Why is it down? What has changed to cause it to rise in the near future? If not the near future, then when? How long am I willing to wait while my capital sits idle?

@ericaltm Ай бұрын

Good video, there will always be people complaining if you don't like the stocks they own

@vids290 Ай бұрын

It's weird, I own PayPal but I couldn't careless who likes or loaves it. I appreciate Sven's analysis an perspective and I like to hear the bear cases for my stocks as it keeps me on my toes. Bottom line is I don't get why people waste their energy trying to convince others that their wrong, if you're right then your investment will reflect that at some point.

@vickie8774 Ай бұрын

Sat in this for a year waiting while my capital could have been deployed to a better investment. Never again. Like you said, there is no indication that it will turnaround. Let it prove itself before entering long. Great video

@Eline_Meijer Ай бұрын

Thanks for the video Sven. With all the noticable interesting investments now days, will you consider making a video about portfolio management theory?

@Value-Investing Ай бұрын

Just buy the low risk, high returns compounders:-)

@super_user_2024 Ай бұрын

Good job Sven, value investing is a long term game and your point of view is well understood. Loved your video about First Pacific Co Ltd btw.

@Value-Investing 29 күн бұрын

Glad you liked it!

@AnyangU Ай бұрын

At first, I was like say what? Then, I was like oh...nicely played!

@Value-Investing Ай бұрын

hehe

@TheMirekp Ай бұрын

Don't want to comment on PYPL. I am waiting for updates about European companies you publicly endorsed as good businesses like 2yrs ago. Such as Acomo, Ahold or Rubis. Or ADM. Or anything to see if your process of picking deeply undervalued stocks and hoping they will return to full valuation actually works. Or retro update on sale of positions you sold from your education portfolio as risky. Such as sale of AMZN completely ignoring your original thesis due to being scared of macro. Don't get me wrong I am interested joining your research platform as one of my sources, but so far from your public research I've only seen a very little evidence that your process actually works.

@luigigetsu Ай бұрын

I think Sven makes good points but to me he also seems to try too hard cause he wants to differentiate from the popular stocks. And in doing so, he is inconsistent in things like the management. For instance, how can you be more sure of the management qualifications of a business in a country like Indonesia versus the management of PYPL, there's not much info on the first one, but we have plenty of info about Alex Chris and his performance on INTU over the years. I appreciate Sven and take notes on his arguments but I have my own thinking and everyone should do what they believe it's best for them.

@SigFigNewton 16 күн бұрын

@LDP.. Ай бұрын

You just keep doing you my guy ! Don't listen to the massa as they are usually on the wrong track. When i buy a stock it is because i like the company, not the groupies behind it. I have used paypal for a few years now and i like it. Same with coinbase.

@piotrpp5478 Ай бұрын

Sven, can you do analysis of Wise PLC please? It would be a nice contrast to PayPal as Wise has a big growth expectations and it's a stellar business. Not sure about the price though

@eco-enjoyer Ай бұрын

This analysis and investment thesis is sound, thank you Sven. Paypal is a watch and see for me as well. They were the first of their kind, but really laid an egg in keeping share and continuing growth. It seems like everyone's answer to growth is to add advertising.

@Value-Investing Ай бұрын

Thanks for commenting!

@yusselfaveljl 23 күн бұрын

Thank you for your honesty. I agree with you.

@Value-Investing 21 күн бұрын

Thanks for watching!

@CraigTaggart Ай бұрын

great transparency Sven, PYPL has lost market share. I simply dont see how earnings growth can accelerate to move the stock higher and maintain any kind of consistent growth rate like in the past. Please do MA or V review..............I also like the sarcasm Cheers

@Value-Investing Ай бұрын

Thanks for sharing!

@paulinares Ай бұрын

You make the best content. You your quality up Sven. Congratulations for sticking to the right principles and avoiding delusionality

@Value-Investing Ай бұрын

I appreciate that!

@TheTrig86 Ай бұрын

I own a medium size position in Paypal, bought around 60. Thank you Sven, you are the only one signalling potential red flags. I will hold my position but I will pay more attention to these points from now on. Somehow, the market looks efficient with paypal. You are showing good reasons for PYPL having a PE of 15 instead of 30.

@jsedge2473 Ай бұрын

Sven just know I might make jokester comments about you buying Nigerian nickel mines but you’re still my favorite channel

@SigFigNewton 16 күн бұрын

Political stability materializing would send that region 📈

@tsonez Ай бұрын

Nice defense! 👍 That Buffett letter is gold, but other companies are not as picky. I'm fairly sure PayPal is already an acquisition target at $60 billion, but the potential acquirers are very limited (regulation and access to capital). I think primary motivations for acquisition would be at least in scaling and in the brand. Personally, I'm not invested.

@Value-Investing Ай бұрын

with 60 billion you can do a lot...

@guy7018 Ай бұрын

I have been swing trading PYPL around mid 50s and mid 60s for the last year. Back in for another swing trade, but I agree with Sven that it is a show me company given all the competition in the fintech space. I might double up at 50 then swing out of most of my position again mid 60s and hold my free shares for the long run. If it drops again then repeat and increase free shares.

@mrhulls Ай бұрын

Sven don't worry about criticism. Everyone has to the their own analysis. Something risky for you can be not risky for other investors. It is not about been right or wrong. There are many oportunities and people must buy what is coherent with their investment journey. Keep up with your analysis.

@Value-Investing 29 күн бұрын

Thanks!

@mmytacist Ай бұрын

As in poker, making the correct call (for stock: based on your own criteria) is more important than being right or wrong on any individual stock. Over time, making correct calls will result in success.

@Value-Investing Ай бұрын

of course!

@peezpeez1317 Ай бұрын

Great job!! I like your integrity. It is never too late to invest in an unproven turnaround story and just because the good news is already out it doesn't mean it is too late to invest. Thus, it's never too late to get into PYPL until its management can prove its turnaround plan is working. 'It always pitch black before darkness' - Peter Lynch.

@michalk7777 Ай бұрын

Sven I love your videos and Im a fan of yours since late 2018. $PYPL is a traders heaven as my colleague at a hedge fund would say. Keep up the good work

@DonDBN Ай бұрын

It would be a perfect target for Amazon or anyone who wants to buy a huge consumer base.

@Value-Investing Ай бұрын

thanks for sharing!

@SigFigNewton 16 күн бұрын

Doesn’t convince those who are primarily worried that value per customer will decrease given the higher and rising levels of competition

@SigFigNewton 16 күн бұрын

Too many platforms where I can be charged almost nothing

@mirkosprangers5879 Ай бұрын

I don't get the heated reactions. If i invest in Paypal it's MY investment. I appreciate your view on investments, but it's still MY investment. Shouldn't matter if you like it. Thanks for the video Sven! 😊

@adambystron6055 Ай бұрын

Can you make analysis on Bristol Myers Squibb? I like to know what do you think about risk-reward on this company. Thanks.

@rejsn Ай бұрын

He doesn't do healthcare / pharma stocks, it's not his area of interest or expertise.

@Value-Investing 29 күн бұрын

as they say, not my circle of competence :-(

@adambystron6055 29 күн бұрын

@@Value-Investing ok, understand

@LilAnitaMaxwynn Ай бұрын

What abouts it's competition.. Thoughts on SQ?

@Value-Investing 29 күн бұрын

there will be a lot of competition

@georgem8647 27 күн бұрын

im long and i agree fully i just accept the risk as a younger investor (27 yr old)

@Value-Investing 27 күн бұрын

thanks for sharing!

@brandonhooper7748 Ай бұрын

Don’t change. I’m holding pypl but I want greater margin of safety simply from your video and that’s never a bad thing.

@Value-Investing Ай бұрын

thanks! Will never change!

@extramild1 Ай бұрын

I sense the sarcasm is strong with this one.

@Value-Investing Ай бұрын

:-) just explaining!

@Mark.remarking Ай бұрын

Sven, some of these people are haters, some use reason. Only time will tell.. I'm not sure what is wrong with some of these guys, you give solid reasons for your opinion, before, and now, so don't take criticism to heart. We appreciate your value investing perspective. PayPal may not have as many fleas as some of the other technology stocks, but it does have some fleas.

@Value-Investing Ай бұрын

it is always nice to see that there are many kinds of people, I focus on those that appreciate!

@lareau6 3 күн бұрын

There is a new breed of retail investors who loves a declining business that tries to buy itself out of existence.

@DonDBN Ай бұрын

It would help if you could clarify the downside. It would make credible the actual risk, considering the valuation.

@Value-Investing Ай бұрын

only the future will tell

@Oishiilicious Ай бұрын

I finally made it into a video!!! I'm famous, mom! But for real, I don't understand why it's so hard for people to realize that if you have a better investment at hand, why would you buy some risky stock? People are just dreaming of becomming a billionaire because some stock goes 10000x. It might happen but it probably won't

@valdezyoutube9213 Ай бұрын

Can u do Nike next please :) thanks for your videos I appreciate all !!:)

@NiekVink Ай бұрын

Oh yes please do Nike Sven 👍🏻

@andresoares5106 Ай бұрын

I would the business start contracting? 🤔 They have a growing business with growing forecasts, and are diversifying on new revenue streams not to turnaround but to speed up growth. I think you were on point when you said the business it’s hard to understand and that is why many investors don’t see potential on PayPal. Paypall business it’s much more complex than the paypall digital wallet and branded checkout. They are world leaders in e-commerce unbranded checkouts. The way I see it their scale and data they collect it’s a key competitive advantage as they can keep investing and inovating on technologies that can improve the conversion of online checkouts. Competition will always grow, but as long as they keep inovating and leveraging the data they collect, they can maintain their leadership position. Sure their margins might decrease as time goes by and they diversify on new revenue streams, but in absolute numbers the futures looks bright.

@gazoinked3546 Ай бұрын

Primary issue with a company like Paypal(previously invested in it) is that its model is a very messy for something that should be clear cut, as well as the extremely saturated market conditions ahead. That's not to say it CANNOT boom again but it's very unlikely without a cycle like COVID again.

@Value-Investing Ай бұрын

Thanks for sharing

@SigFigNewton 16 күн бұрын

It’s the saturation scaring me Someone convince me that they can monetize their users more without losing users

@SigFigNewton 16 күн бұрын

Happy to have options as the consumer. I’ll stick to investing in oligopoly.

@zenastronomy Ай бұрын

what about alibaba, suprrinvestors supposedly are buying this last 6 months. politics is the issue. lost a lot on that falling knife. hoping for the turnaround to materialise in next 5 years. just hoping it doesn't go to 0.

@nataliam895 Ай бұрын

Really, superinvestors are buying it?

@zenastronomy Ай бұрын

@@nataliam895 supposedly. one video said so. but who knows. maybe they manipulating retail traders. they do that often. market manipulation by super traders is huge. cathie woods is one big pump and dump scam artist imo.

@hklhkl21 Ай бұрын

@@nataliam895some, not many

@Value-Investing 29 күн бұрын

Alibaba is still Alibaba!

@nataliam895 29 күн бұрын

@@Value-Investing which means?

@adequate7740 Ай бұрын

Have you looked at Neste recently? Pivoting into biofuel/sustainable aviation fuel and the share price has fallen off a cliff. Could be something more up your street sir!

@NiekVink Ай бұрын

Thank you so much for this insight Sven. Have 3% of my PF in Paypal because I bought it cause of the undervaluation. I am -2% since buying and I am reconsidering my position and transferring this to Visa which seems like the safer bet.

@Pizza-gb1ch Ай бұрын

Such sensitive feelings. When people suggest Sven has nit thoriughly researched an issue (they are usually right mind u. He even admits it 💁) he takes it as a personal attack. Such a prima donna. Sheesh! Get over yourself already.

@Value-Investing Ай бұрын

Thanks for commenting, helps the algorithm and everything :-)

@runabath Ай бұрын

A lot of people have PayPal stock and hurting that's y they r saying what they saying

@user-vk5vh6tj5l Ай бұрын

Hi Sven. What do you think about the MW attack on Eurofins ? Do you sell it ?

@Value-Investing Ай бұрын

I never owned it!

@rejsn Ай бұрын

I must say that the Nigerian nickel mine got me laughing 😅 Anyways, it’s good to hear your perspective on things Sven. Mostly I agree with your points. On the other hand, you are mentioning “limiting the risk” while you are investing in China. That by itself is definitely a “risky territory” (invasion of Taiwan, regional disputes with Russia or with Japan, South Korea and Philippines, real estate crisis, demographic problems, etc. etc.). I’m not saying China is uninvestable and certainly from the value perspective it looks pretty good, however there’s a ton of risk there.

@Value-Investing Ай бұрын

I see risks everywhere, thus I try to manage that all. China, US, Europe, .... risk, risk, risk....

@yanlu Ай бұрын

With those comments no need of real result . I guess :) It's a bit sarcastic but sometimes it works like this. Risky bet have just to stay small position... Paypal isn't too bad, it's arguably one of the best company in this sector. But is there a real moat, I doubt it at the moment. So I guess you are right, it's hardly predictable...

@JackDespero Ай бұрын

The thing about Sven, and any other value investors, is what Buffet said: He doesn't need to have an opinion on ALL the companies, he doesn't need to bet in all the companies. He can miss 100 10x companies, but if he hits a couple and he doesn't lose money, he will be rich anyway. I personally invested 1k in Paypal, just to be able to say that I did. If I get 3k that is great, if I lose 200, then I am fine with that.

@JackDespero Ай бұрын

Also when you look to invest in a company, the most useful data are the negative opinions. If there is literally nothing wrong with the company, why is not everybody buying it and why is it not a 10T company? Someone telling you the risks of your investment for free is a great gift.

@960john Ай бұрын

He talked positively about lithium 6 months ago. Stocks paying no dividend, prices are now down 60%.

@Value-Investing Ай бұрын

I talked positively about lithium 6 months ago??? Here is the video: kzfaq.info/get/bejne/bL6mfbB3ta7Nep8.html

@960john Ай бұрын

@@Value-Investing Yes, you did. You said Livent was a good buy before merger.

@guy7018 Ай бұрын

can you a deep dive in Nigerian nickel mines

@Value-Investing 29 күн бұрын

I should also go there!!

@dariocasabella2744 Ай бұрын

Hi Sven, can you please do a LVMH vs Kering video?

@baffinsansterre Ай бұрын

Wanting to be right or make $$$, that's the real question.

@vig6912 Ай бұрын

How often do you use paypal there in Croatia per month?

@Value-Investing Ай бұрын

I didn't use PayPal in the last years...

@Thund3rPT Ай бұрын

What do you think about home builders LEN, DHI, KBH?

@samuelbarnes9243 Ай бұрын

what do you mean re-invent for growth? the growth is still their.. and regards to competition, the competition has already been their for a long time now (10 years or so) and look at what PayPal has done in that time. They are taking market share off legacy finance so their is still plenty of growth for everyone atm.

@Value-Investing 29 күн бұрын

didn't they acquire Venom

@samuelbarnes9243 28 күн бұрын

@@Value-Investing Yes. Back in 2013.

@TechPeeves 6 күн бұрын

Sven sure show those Nigerian Nickels who's the Dime!

@Value-Investing 6 күн бұрын

:-)))

@pfopdoodle Ай бұрын

Do AVT please?

@Value-Investing Ай бұрын

thanks for suggesting!

@toutrec9668 Ай бұрын

Great that you take time to explain. I wonder if it is not more useful for all that you just analyse another company or segment. As you said, it is not for you given your risk profile so tell us more on what is (and yes i have seen a few before and would like to see more)

@Value-Investing Ай бұрын

of course, but this is the most watched video of my last 10 :-))) Just so you know my incentive for this video :-)))

@rickgraham7641 Ай бұрын

I'm not a creator but I have to think keeping your nose out of the comment section is the best thing for your mental health.

@Value-Investing Ай бұрын

actually, if you are a creator it is best to listen, and do content for the truly valuable viewers!

@minhdinh3942 Ай бұрын

Pinduoduo stock please

@Value-Investing 29 күн бұрын

thanks for suggesting!

@user-pl5zx4sp5c 26 күн бұрын

Sven, your sense of humor is very dark. But i like your video. On a very related note, i am actively looking for a massage place that is specializing in massages with very sad endings. Can you help me find one. To be clear, I am interested in sad ending for my massage. I dont want the other type of ending.

@Value-Investing 24 күн бұрын

hahahaahahah

@benixmaximus Ай бұрын

Thanks for sharing!

@supaflydann Ай бұрын

It's a market. SBC means you attract talent. If you don't and others do, where talent is the only thing that matters with software companies, you're dead. It's unfortunately a necessary strategy.

@Value-Investing 29 күн бұрын

thanks for sharing!

@adiadindas 14 күн бұрын

And why billionaire investors are selling NVDIA and buy PYPL ?? Do you think you know better than these billionaire Investors ??

@Value-Investing 13 күн бұрын

I don't try to know better than them, I try to know what is best for me!

@AshiStarshade 26 күн бұрын

You don't know it won’t grow. It has been growing.

@Value-Investing 24 күн бұрын

thanks for sharing!

@blazingtama9273 Ай бұрын

Hi Sven, would you categorize Alibaba as a turnaround company? The competition is getting fiercer but they have a strong e-commerce ecosystem, cloud computing, and AI. Oh, and tons of cash.

@pjfscoelho Ай бұрын

They also have Xi Jiping who could wake up tomorrow in a bad mood and nationalize the company. I followed an online education company that was eliminated by the communist party because it had content that didn't please the government. Companies in dictatorships? No thanks. But I agree that Alibaba in an honest country would be a mandatory purchase.

@dogtown1ewok Ай бұрын

As an infrequent user of PayPal, I hate it.

@Value-Investing 29 күн бұрын

thanks for sharing!

@markkrajnik 28 күн бұрын

competition!!

@seeker9912 Ай бұрын

PYPL is hardly contrarian. Many value investors think it I a good buy. I think they are underestimating the competition.

@richardbauer8154 Ай бұрын

I don't know strong competition outside US. Paypal is a worldwide leader. Bearish sentiment is good for the stock price.

@andresoares5106 Ай бұрын

Can you accurately tell what are the key differences between PayPal, square or Stripe? To understand competition you must first understand how the value each ones provide to customers differs.

@mst1104 Ай бұрын

I just don't see any moat here, so many other financial services out there

@nirvau69 28 күн бұрын

If it don't go up, don't buy it - Lynch

@jonnes__4657 Ай бұрын

🗽 Correct Sven, I never want to be right or wrong... I want to go a good path and I stay result-open. 👍 At the end, many years later, I can verify what was right and what was wrong and maybe I can find some mistakes, to correct my good path ?? .

@hwdiswbog74 Ай бұрын

Sven, great video as always, good emphasis on risk vs reward. Don’t mind those who just don’t understand that concept. Would be interested in your view on Pfizer. Thanks

@scottprice4813 Ай бұрын

What we do know is that PayPal is a commodity business with unlimited competition . There is no “Franchise” here like Visa or Mastercard.

@evilhorde8151 Ай бұрын

I love how Sven made a clickbait title of the video but in the video he says the complete opposite xD

@richardkay62 Ай бұрын

Hi Sven -😂whatever happened to your DCF analysis spreadsheets? You used to harp on the fact that a company's fair value was the present value of all future cash flows. Now your analysis seems more subjective. Why dont you bring back your DCF estimate at the end of your discussion to enforce your thesis. Still enjoy your work but miss the numbers! Thanks.

@Value-Investing Ай бұрын

good point, but that spreadsheet fixes things too much while things are much more flexible in real life. I don't think any of the projections developed linearly over the years.

@SGETjome Ай бұрын

Amazing video and thumbnail. I really like your sense of humour. 😊 The risk and reward concept is apparently too complex to teach to most of the people out there. Anyway… Please keep on trying, Sven

@Value-Investing Ай бұрын

will do!

@JB-jkhb1972 Ай бұрын

It’s a question of the mindset as value investor……. At the end we never know for sure….. everyone has to decide for himself. Guys that expect an echo chamber will most likely never be successful value investors….. I am in it know for almost 30 years - these guys always existed

@Value-Investing Ай бұрын

yes, thanks for sharing!

@olivierm6893 Ай бұрын

Its not a turn around, the earmings are growing, and its not a cyclical. This video is based on sentiment and not on facts. Disappointed

@Value-Investing Ай бұрын

thanks for sharing!

@AC-ge2tr 26 күн бұрын

People who are so critical and defensive about others‘ opinions on the investments probably don’t have enough confidence in their personal investments and theses…

@Value-Investing 24 күн бұрын

thanks for sharing!

@thomaskreisel5764 26 күн бұрын

So you did another PayPal video

@Value-Investing 24 күн бұрын

kzfaq.info/get/bejne/gMqdd7B7vdy8mX0.html

@alessandroagnoletti5958 Ай бұрын

I think the same about Pypl Too much risks

@Value-Investing Ай бұрын

thanks for sharing!

@NoMercy.62 Ай бұрын

Nahh pypl being a weak business is the only thing sven is right on.

@BtotheW Ай бұрын

good day Sven

@Value-Investing Ай бұрын

Good day!

@whiskey_tango_foxtrot__ Ай бұрын

Who got to you? Blink three times quickly in next video for help.

@shakeelabdal-karim6488 Ай бұрын

Hey Sven, great video! don't mind the criticism. I wish some of the folks could time travel and see how things used to be. Things don't always just go up. Microsoft was flat for over ten years in the 2000's.

@ryanboldt9037 Ай бұрын

I’d love to hear an updated take on WBA

@zagreus7680 Ай бұрын

many people believe that betting on a company’s better future is investing =) this is reality)

@evarlast Ай бұрын

I bought a $40 put 9 days ago 1yr EXP. lul.

@PonderDuke Ай бұрын

You make good analysis Sven. Just telling it like it is. People can choose to do with it what they think is the smart thing. Everybody has another risk tolerance. Value Investing is about low risk high reward. Let the haters hate. Don't give them attention. Positive criticism is good but just plain hate or nonsense is a waste of time.

@daddy9779 Ай бұрын

Bought on the thumbnail. Watched the video message unclear what do I do? Wait its Saturday, who did I just give my money too?

@Value-Investing 29 күн бұрын

hahahaha

@Ynot533 Ай бұрын

PayPal seems to have benefited from first movers advantage that is slowly being eroded from them. What other moats do they have that will make them redlining to all the new competitors in the next 5 years? At the same time the company has a really nice FCF yield and is far from going bust so I see the possibility of a short term rerate…

@s4b1n123 Ай бұрын

The questions I asked myself that convinced me to remove the position: does Paypal have a moat? No Is it growing? No Is it in a competitive environment? Yes (apple pay, revolut, wise, etc) Do i use PayPal or its competitors? I prefer the competitors. Sorry, but except financials, PayPal is unattractive/risky for me.

@Value-Investing Ай бұрын

thanks for sharing!

@isc9033 Ай бұрын

👍

@barno65 Ай бұрын

PYPL is down 80% from it's 2021 highs. It's extremely rare a company ever returns to a previous high after falling that much.

@srb00 Ай бұрын

META, NVDA etc etc

@barno65 Ай бұрын

@@srb00 neither fell 80 percent and PYPL isn't those companies.

@srb00 Ай бұрын

@@barno65 META fell from 375 to 90 and is now at 500. So yeah it's 76% drop whatever, your point was bs.

@barno65 Ай бұрын

First I said it's extremely rare not that it doesn't happen, 76 is not 80 and PYPL doesn't compare to META or NVDA

@srb00 Ай бұрын

@@barno65 so if you don't want examples pointed at, don't make an argument of comparison in the first place. Yes it happens and it can even happen to the most valuable companies in the world. Want more examples? How about Amazon, it dropped 93%.