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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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78575NEE. I've felt the same way occasionally, but (thankfully) held on to taxabGrommit-11/20/2025
78574Small adds for me today, mostly just tracking positions, on a market that was wPaul Senior-11/20/2025
78573NEE. Grommit, fwiw, I'm selling some of my NEE here. I've held a fulPaul Senior-11/20/2025
78572Yes, thanks for discussion on PYPL. I will hold my few tracking shares for anotPaul Senior-11/20/2025
78571<i>" Most of their debt is low interest which is pretty nice and abruwin-11/20/2025
78570I wonder if the Big Beautiful Bill allowing accelerated depreciating has influenE_K_S-11/20/2025
78569RE: PYPL A bit above the $6B as it was $20.8B in 2024....by about 3.46x or ~247Sean Collett211/20/2025
78568it sounds like the most exposure kkr has at any time is $6 billion, seems likeMadharry111/20/2025
78567** Adobe and Qualcomm said they are partnering with Humain, the artificial intelE_K_S-11/19/2025
78566ADBE. Tracking position now with stock at 12-mo low. Yahoo analyst person capPaul Senior-11/19/2025
78565RE: PYPL It's a sale from my reading and once the sale is done after some cSean Collett111/19/2025
78564not aware of anything [WU is} doing to get ready for their next act They'reS. maltophilia-11/19/2025
78563OT Schwab. They're free Believe me, they're not free at the local bodeS. maltophilia-11/19/2025
78562OT this assumed typical person I was generalizing, but the people I've knoS. maltophilia-11/19/2025
78561PYPL Receivables & Deal w/ KKR I am not too clear as to who carries the risE_K_S-11/19/2025
78560Re: PYPL Cost of Capital vs Just Finance from FCF (Note: FCF is huge but YoY is E_K_S111/19/2025
78559<i>" Why do they need so much debt w/ such good FCF?"</i&gbruwin411/19/2025
78558More on PYPL losses on BNPY compared to Top 5 In 2025, PayPal’s renewed agrE_K_S111/19/2025
78557PYPL vs Other BNPL PayPal's Buy Now Pay Later (BNPL) service, known as E_K_S111/19/2025
78556RE: PYPL I am sure when buying great DD is done! Private credit right now seemsSean Collett111/19/2025
78555I tend to look at the longer term 3 Years chart and see if there have been a minbruwin-11/19/2025
78554not sure i understand what you are saying here. I am assuming that paypal has aMadharry-11/19/2025
78553you are right about Africa sometimes i forget that a city like Nairobi has 16 miMadharry-11/19/2025
78552I would say your "R" is no where near 80, now closer to 67 ( previous Ditchdigger-11/19/2025
78551Re: PYPL Why do they need so much debt w/ such good FCF? I can understand highE_K_S-11/19/2025
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