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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
78763 1215 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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78581HRI. Paul, be careful with HRI. I posted and sold all mine a month ago, befoGrommit-November 21
78580RE: MOH 52 week high was $359.97 and now trading at $134.51. Revenue is growSean Collett3November 21
78579Re: Depreciation - Accelrated vs Straight line I am not an accounting expert bE_K_S1November 21
78578Looks like its undervalued. MOH Any thoughts on Burry's latest purchase of Mbenbuffett-November 21
78577I appreciate your comments and mr market agrees with you about the bubble issMadharry-November 21
78576NEE. I'd held some since 2022 and in 2023 when it dropped back to a multi-yPaul Senior-November 20
78575NEE. I've felt the same way occasionally, but (thankfully) held on to taxabGrommit-November 20
78574Small adds for me today, mostly just tracking positions, on a market that was wPaul Senior-November 20
78573NEE. Grommit, fwiw, I'm selling some of my NEE here. I've held a fulPaul Senior-November 20
78572Yes, thanks for discussion on PYPL. I will hold my few tracking shares for anotPaul Senior-November 20
78571<i>" Most of their debt is low interest which is pretty nice and abruwin-November 20
78570I wonder if the Big Beautiful Bill allowing accelerated depreciating has influenE_K_S-November 20
78569RE: PYPL A bit above the $6B as it was $20.8B in 2024....by about 3.46x or ~247Sean Collett2November 20
78568it sounds like the most exposure kkr has at any time is $6 billion, seems likeMadharry1November 20
78567** Adobe and Qualcomm said they are partnering with Humain, the artificial intelE_K_S-November 19
78566ADBE. Tracking position now with stock at 12-mo low. Yahoo analyst person capPaul Senior-November 19
78565RE: PYPL It's a sale from my reading and once the sale is done after some cSean Collett1November 19
78564not aware of anything [WU is} doing to get ready for their next act They'reS. maltophilia-November 19
78563OT Schwab. They're free Believe me, they're not free at the local bodeS. maltophilia-November 19
78562OT this assumed typical person I was generalizing, but the people I've knoS. maltophilia-November 19
78561PYPL Receivables & Deal w/ KKR I am not too clear as to who carries the risE_K_S-November 19
78560Re: PYPL Cost of Capital vs Just Finance from FCF (Note: FCF is huge but YoY is E_K_S1November 19
78559<i>" Why do they need so much debt w/ such good FCF?"</i&gbruwin4November 19
78558More on PYPL losses on BNPY compared to Top 5 In 2025, PayPal’s renewed agrE_K_S1November 19
78557PYPL vs Other BNPL PayPal's Buy Now Pay Later (BNPL) service, known as E_K_S1November 19
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