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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: sixty2nds who wrote (9429)	2/7/2025 3:52:20 PM
From: sixty2nds	Respond to of 10713

PYPL...Paypal. I worked my way into a 2X PYPL Position AND was up 10% headed into earnings Tuesday. The PR comes out BTB it looks ok. The Market Opens and PYPL falls outa bed...HARD Hmmm must be a Market over reaction... Lets see if PYPL fills that gap Wednesday PYPL files a registration to issue debt/stock etc. W. H. A. T. ??? They've been paying off debt AND announced a $20 BILLION share buyback They have an Investor day Feb 25 Yesterday I had time to read the Transcript AND listen to the CC replay. Nothing in the Transcript. Listening to the CC I'm scratching my head. Then near the end... BNPL...Buy Now Pay Later comes up. Oh boy... I thought the person from PYPL was going to wet their pants. They were THAT excited. IMO The market did NOT overreact PYPL gonna bust a move I did not sign up for. I sold the PYPL all this morning for a 9% Loss, Rolled the some of the munee in to EQX. EQX is now a 3X Position I also finished building BUR to a Full Position. I've still got some dry powder. The moral of the story? ALWAYS, ALWAYS, read the Call Transcript AND Listen to the CC Replay. There was no mention of BNPL in the transcript I read. Cheers, 60