2025 Q4 -tulosraportti
9 päivää sitten
‧1 t 1 min
0,14 USD/osake
Irtoamispäivä 4.3.
0,35%Tuotto/v
Tarjoustasot
Määrä
Osto
208
Myynti
Määrä
41
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
40,28VWAP
Alin
38,46VaihtoMäärä
740,5 27 587 175
VWAP
Ylin
40,28Alin
38,46VaihtoMäärä
740,5 27 587 175
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 29.7.2025 | ||
Vuosittainen yhtiökokous 2025 5.6.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
5.2.5.2.p/e ~7.5, fcf 16% ? Markets certainly don't like the company too much, but I don't think we can predict the total demise of paypal with enough certainty to disregard the hard numbers.20 t sitten20 t sittenI don't really have a qualitative opinion about Paypals future, but I decided to increase my position after playing a bit with the numbers. I'll summarize below for lolz, and everyone can point and laugh at my stupidity if it continues to crash for the rest of the year. If we model the price as a two-regime mixture: 1) a "normal" regime where PayPal’s future free cash flows resemble the empirical history, (simulated distribution using FCF growth from the last 5 years), and 2) a "structural-break" regime where cash flows deteriorate persistently (−10%/yr for ~8 years) for the model to produce a fair value near 40. Under DCF assumptions (r≈10.5%, gt≈2%, terminal PV ≈50%), the normal regime produces an intrinsic value well above the market (≈$70–$86/share), while a break path values at current levels. For the current ~$40 price to be rational in this sense, the scenario 2 probability must be >95%. Mr. Market may be correct in that there is a risk for the Paypal's business model, but I'm not convinced about Mr. Market's assessment that this risk materializes with a 95% certainty. A look into recent price action suggests that the recent sell-off (excluding earnings discontinuity) is correlated with the broader software/tech sell-off, (correlation with IGV etf would explain most divergence from SPY). Some of my other stocks (ADBE, MSFT) have been caught in the flush. Hence, I will argue that the usually cited narrative that Paypals recent drop is due to "competition fears" is a post hoc confabulation, when it is actually linked to the broader sector movement driven by e.g. trend-following momentum funds and accelerated by forced selling of leveraged positions in this space. Of course, all my math could be rendered moot by a single Trump -tweet.1 t sitten1 t sittenYes, it's a statistical game: don't go all in, just find things with a positive expected value, play enough hands, and the gods of fortune will favor those who can do probability theory. Too bad I wasn't very optimal with my purchase as the software sell-off seems to continue for the moment. The IGV etf is a good proxy to see how things are going. It seems to be bouncing from the tariff-lows, if it holds, there is some hope that things will calm down a bit and we might see some rebound rallies.
5.2.5.2.Soon gonna hit -50% in my portfolio, hold or sell. Hit me with your thoughts.
2 päivää sitten2 päivää sittenSell then buy back? That way ypu can benefit from the losees (tax) and see green numbers insted of red = mental value
·4.2.6 billion usd in new buybacks in 2026. At a market value of 40, that corresponds to approx 15% of the outstanding shares. That buyback rate cannot continue forever. Either profits will fall drastically or the shares will run out.
5.2.5.2.When they buy back shares, some one is selling them. I just don't understand why so many owners are selling at these levels.
·4.2.A suggestion. Never average down on a losing company, especially if it is falling 5.2.5.2.Never sell at the bottom. Also: Don't buy at 300 dollars when the valuation is hyped. Buy now.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
9 päivää sitten
‧1 t 1 min
0,14 USD/osake
Irtoamispäivä 4.3.
0,35%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 5.2.5.2.p/e ~7.5, fcf 16% ? Markets certainly don't like the company too much, but I don't think we can predict the total demise of paypal with enough certainty to disregard the hard numbers.20 t sitten20 t sittenI don't really have a qualitative opinion about Paypals future, but I decided to increase my position after playing a bit with the numbers. I'll summarize below for lolz, and everyone can point and laugh at my stupidity if it continues to crash for the rest of the year. If we model the price as a two-regime mixture: 1) a "normal" regime where PayPal’s future free cash flows resemble the empirical history, (simulated distribution using FCF growth from the last 5 years), and 2) a "structural-break" regime where cash flows deteriorate persistently (−10%/yr for ~8 years) for the model to produce a fair value near 40. Under DCF assumptions (r≈10.5%, gt≈2%, terminal PV ≈50%), the normal regime produces an intrinsic value well above the market (≈$70–$86/share), while a break path values at current levels. For the current ~$40 price to be rational in this sense, the scenario 2 probability must be >95%. Mr. Market may be correct in that there is a risk for the Paypal's business model, but I'm not convinced about Mr. Market's assessment that this risk materializes with a 95% certainty. A look into recent price action suggests that the recent sell-off (excluding earnings discontinuity) is correlated with the broader software/tech sell-off, (correlation with IGV etf would explain most divergence from SPY). Some of my other stocks (ADBE, MSFT) have been caught in the flush. Hence, I will argue that the usually cited narrative that Paypals recent drop is due to "competition fears" is a post hoc confabulation, when it is actually linked to the broader sector movement driven by e.g. trend-following momentum funds and accelerated by forced selling of leveraged positions in this space. Of course, all my math could be rendered moot by a single Trump -tweet.1 t sitten1 t sittenYes, it's a statistical game: don't go all in, just find things with a positive expected value, play enough hands, and the gods of fortune will favor those who can do probability theory. Too bad I wasn't very optimal with my purchase as the software sell-off seems to continue for the moment. The IGV etf is a good proxy to see how things are going. It seems to be bouncing from the tariff-lows, if it holds, there is some hope that things will calm down a bit and we might see some rebound rallies.
- 5.2.5.2.Soon gonna hit -50% in my portfolio, hold or sell. Hit me with your thoughts.2 päivää sitten2 päivää sittenSell then buy back? That way ypu can benefit from the losees (tax) and see green numbers insted of red = mental value
- ·4.2.6 billion usd in new buybacks in 2026. At a market value of 40, that corresponds to approx 15% of the outstanding shares. That buyback rate cannot continue forever. Either profits will fall drastically or the shares will run out.5.2.5.2.When they buy back shares, some one is selling them. I just don't understand why so many owners are selling at these levels.
- ·4.2.A suggestion. Never average down on a losing company, especially if it is falling 5.2.5.2.Never sell at the bottom. Also: Don't buy at 300 dollars when the valuation is hyped. Buy now.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
208
Myynti
Määrä
41
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
40,28VWAP
Alin
38,46VaihtoMäärä
740,5 27 587 175
VWAP
Ylin
40,28Alin
38,46VaihtoMäärä
740,5 27 587 175
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 29.7.2025 | ||
Vuosittainen yhtiökokous 2025 5.6.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 |
2025 Q4 -tulosraportti
9 päivää sitten
‧1 t 1 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 29.7.2025 | ||
Vuosittainen yhtiökokous 2025 5.6.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 |
0,14 USD/osake
Irtoamispäivä 4.3.
0,35%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 5.2.5.2.p/e ~7.5, fcf 16% ? Markets certainly don't like the company too much, but I don't think we can predict the total demise of paypal with enough certainty to disregard the hard numbers.20 t sitten20 t sittenI don't really have a qualitative opinion about Paypals future, but I decided to increase my position after playing a bit with the numbers. I'll summarize below for lolz, and everyone can point and laugh at my stupidity if it continues to crash for the rest of the year. If we model the price as a two-regime mixture: 1) a "normal" regime where PayPal’s future free cash flows resemble the empirical history, (simulated distribution using FCF growth from the last 5 years), and 2) a "structural-break" regime where cash flows deteriorate persistently (−10%/yr for ~8 years) for the model to produce a fair value near 40. Under DCF assumptions (r≈10.5%, gt≈2%, terminal PV ≈50%), the normal regime produces an intrinsic value well above the market (≈$70–$86/share), while a break path values at current levels. For the current ~$40 price to be rational in this sense, the scenario 2 probability must be >95%. Mr. Market may be correct in that there is a risk for the Paypal's business model, but I'm not convinced about Mr. Market's assessment that this risk materializes with a 95% certainty. A look into recent price action suggests that the recent sell-off (excluding earnings discontinuity) is correlated with the broader software/tech sell-off, (correlation with IGV etf would explain most divergence from SPY). Some of my other stocks (ADBE, MSFT) have been caught in the flush. Hence, I will argue that the usually cited narrative that Paypals recent drop is due to "competition fears" is a post hoc confabulation, when it is actually linked to the broader sector movement driven by e.g. trend-following momentum funds and accelerated by forced selling of leveraged positions in this space. Of course, all my math could be rendered moot by a single Trump -tweet.1 t sitten1 t sittenYes, it's a statistical game: don't go all in, just find things with a positive expected value, play enough hands, and the gods of fortune will favor those who can do probability theory. Too bad I wasn't very optimal with my purchase as the software sell-off seems to continue for the moment. The IGV etf is a good proxy to see how things are going. It seems to be bouncing from the tariff-lows, if it holds, there is some hope that things will calm down a bit and we might see some rebound rallies.
- 5.2.5.2.Soon gonna hit -50% in my portfolio, hold or sell. Hit me with your thoughts.2 päivää sitten2 päivää sittenSell then buy back? That way ypu can benefit from the losees (tax) and see green numbers insted of red = mental value
- ·4.2.6 billion usd in new buybacks in 2026. At a market value of 40, that corresponds to approx 15% of the outstanding shares. That buyback rate cannot continue forever. Either profits will fall drastically or the shares will run out.5.2.5.2.When they buy back shares, some one is selling them. I just don't understand why so many owners are selling at these levels.
- ·4.2.A suggestion. Never average down on a losing company, especially if it is falling 5.2.5.2.Never sell at the bottom. Also: Don't buy at 300 dollars when the valuation is hyped. Buy now.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
208
Myynti
Määrä
41
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
40,28VWAP
Alin
38,46VaihtoMäärä
740,5 27 587 175
VWAP
Ylin
40,28Alin
38,46VaihtoMäärä
740,5 27 587 175
Välittäjätilasto
Dataa ei löytynyt