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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (78537)	11/18/2025 8:57:21 PM
From: Paul Senior	1 Recommendation Recommended By E_K_S Read Replies (2) \| Respond to of 78765

IMXI. Gabelli and IMXI (?). Ok, but strange. IMXI ($15.08) being acquired for $16 cash by WU with deal to close mid '26 (so I've read). 6% in maybe six months not worth it to me. I hold tracking position in WU (Western Union). Cigar butt, but I hold because dividend ok. Maybe company will be transformed/energized by the acqusition. Hope the div remains intact. finance.yahoo.com More merchant to merchant is DLO. Recently reported good earnings, and I added a few shares to the few I hold. "DLocal Limited, together with its subsidiaries, operates a payment processing platform worldwide. The company offers a robust pay-in solution that allows businesses to get paid for their products and services through various payment methods, including international and local cards, online bank transfers, direct debit, cash, and hundreds of alternative payment methods (APMs)." finance.yahoo.com I have a tracking losing position in PYPL. Positive for me is I use their service (and as I say, I like to hold shares in companies in which I have repeat business). Negative for me is I've now held shares for my usual two-year consideration, and with the small loss, it's time I consider moving on. I've tried a few shares of another buy now pay later company that has sprung up and become popular for people (such as Afterpay, Affirm), but it was a loser for me. Seems to me too much competition, and I don't understand what I'm buying into with the company/stock. So I'm avoiding these now.

To: E_K_S who wrote (78537)	11/18/2025 9:19:22 PM
From: Paul Senior	Respond to of 78765

Fintech. I'm not even sure I understand what that is or what it means. There are a lot of companies that say they're fintech though. I hold VISA (set-and-forget stock), tracking shares of PYPL and FI. New issue ETOR just for a few dollar speculation. finance.yahoo.com. These show up on a list when I search for largest US fintech companies. Chinese fintech companies are cheap == if accounting is correct and if the businesses are sustainable and if the companies are regulated not onerously. I hold a package of these: JFIN, LX, et.al. finance.yahoo.com finance.yahoo.com

To: E_K_S who wrote (78537)	11/18/2025 9:58:19 PM
From: Madharry	Read Replies (1) \| Respond to of 78765

I have spent at least a dozen hours in 2025 trying to convince myself that paypal was a value stock but have not been able to. The last time I looked I did not hear any info about credit losses or trends and that was concerning to me as well. I am confused by the current market of several names in my portfolio especially since rate cuts from the fed are inevitable. The only explanation I can come up with is that forced liquidation s are taking place.