u/HombreSinPais

2 theses · first seen Sep 4, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	1	1	0	0%	-0.1%	-0.1%
1w	1	1	1	100%	+1.9%	+1.9%
1m	1	1	1	100%	+9.6%	+9.6%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$PYPLr/ValueInvestingDiscussionbullish

u/HombreSinPais · 50d ago1 prior · awaiting results

PYPL got one bid. What’s next?

PYPL is a buy following Stripe's rejected $60 bid. The board's measured response signals openness to a higher offer, likely from Stripe or a rival (Shopify, Block, Visa) wanting to block Stripe. The bidding war will drive the stock higher.

At post $56.15Now $53.72-4.3% since postedas of Sep 11, 4:30 PM ET

1d—

3d-0.1%

1w+1.9%

1m+9.6%

3m—

6m—

1y—

original post →

$PYPLr/ValueInvestingValue Articlebullish

u/HombreSinPais · 68d ago1 prior · awaiting results

PayPal's Valuation Is Absurd (NASDAQ:PYPL)

PayPal trades at a compelling forward PE of 8.54 while demonstrating strong fundamentals including record-high active accounts, growing payment volume, and 7.2% YoY growth. The valuation appears undervalued relative to the company's operational performance and growth trajectory.

At post $45.09Now $53.72+19.1% since postedas of Sep 11, 4:30 PM ET

original post →

End of results.