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Strategies & Market Trends : Value Investing

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To: Sean Collett who wrote (78569)	11/20/2025 11:54:13 AM
From: E_K_S	Read Replies (1) of 78763

I wonder if the Big Beautiful Bill allowing accelerated depreciating has influenced how these company now use depreciation? ---------------------------------------------------------------------------------------------------------- RE: PYPL, was reviewing my buys in late 2023 and exiting early 2025 generating a 18% CAGR. Not sure I can do that aging in the same time period. I do like this Buy Now Pay Later (BNPL) model after listening to the Motley Fool podcast. I think I better understand PYPL's exposure to this emerging market. I did not realize how large PYPL is in this market too. I think a deeper dive into their International Exposure would be interesting. There could be a potential huge market for everybody that has no banking relationship and use their phone for transactions. Maybe Paul's approach of holding a basket of these BNPL companies. I still have No Interest in owning large banks and/or regional banks. I have American Express Company (AXP) on my watch list but not a compelling buy for me. Good overview on PYPL. No position at this time

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