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

To: Sean Collett who wrote (78854)	1/4/2026 6:29:51 AM
From: petal	1 Recommendation Recommended By berniel Read Replies (1) \| Respond to of 79163

PYPL. I see PayPal as a fine, healthy cash-cow which seems to have many good years ahead of it still, with the option of maybe finding some new good business (as you alluded to). Of course, there's always the risk that they are Xerox – that their cash-cow will slowly (or quickly) dwindle, and that they will fail to come up with new stuff (or, like in Xerox's case, come up with revolutionary stuff but fail to understand its implications and/or how it should be used). __________ PS. Never forget how Xerox invented the modern day computer in 1973. Jobs visited Xeroc's science lab, Xerox PARC, in 1979. He was blown away – he had seen the future of computers: the GUI (Graphical User Interface). Xerox's computer basically had a modern screen, instead of the terminals that they had at the time. It was ten years ahead of everything else. But Xerox never understood what they had. Xerox management tried to incorporate the GUI into their copier machines – they didn't understand that the computer itself was the thing, and they should pivot their business towards it. But Jobs understood. Apple (and then Microsoft, the eternal "copiers") "stole" the idea, and reoriented their entire business towards developing a GUI computer. It took 10-15 years before Apple and Microsoft had made their own version. youtube.com