PYPL
PayPal Holdings, Inc. Common Stock
stock NASDAQ

# Today is Monday, the 2nd of March
## Upcoming events for Monday, March 2nd
- Stock splits:
- AZLUY @ **1:75**
- BGAVF @ **1:8**
- CSLLY @ **2:1**
- BURU @ **1:4.99**
- PPBT @ **1:10**
- ZCMD @ **1:8**
- Expected earnings:
AAON, ACHR, ADT, ADTX, AGIG, AIV, ALG, AMRC, ANNX, APGE, API, ASAN, ASTH, ASTI, ASTS, AVBP, AZTR, BAOS, BBAI, BEEP, BHVN, BLTE, BRCC, BYFC, CERS, CGEN, CMMB, CORZ, CRC, CRD.A, CRD.B, CRDO, DAVE, EKSO, EU, FSCO, GAIA, GEMI, GRRR, GUTS, HLIO, HROW, IHRT, INGM, INR, JRVR, KBDC, KOS, KSPI, LIF, LMB, MDB, MRCC, NCLH, NEXT, NFE, NMRA, NUVB, NXE, OFS, OUST, PAM, PEPG, PLRX, PLUG, PMVP, QTRX, QUBT, QURE, RDNT, RGR, RHLD, RICK, RIOT, RPAY, SATS, SAVA, SEE, SENS, SGRY, STNE, SVCC, TDUP, TPB, TREE, TUYA, UNIT, URGN, VG, VTS, WAVE, WHF, WTI, XERS, YSG, ZYME
- Ex-div:
AMUN, ANGL, BALQ, BCLO, BEDY, BGRN, BKMI, BKMS, BMOP, BND, BNDP, BNDW, BNDX, BREM, BRHY, BRTR, CA, CAIQ, CALI, CANQ, CLOA, CPLS, EMB, EXC, EYEG, FALN, FFBC, FGNXP, GCMG, GGAL, GNMA, GPIQ, GPIX, GPRF, GTX, HQI, HYXF, IBGA, IBGB, IBGK, IBGL, IBTG, IBTH, IBTI, IBTJ, IBTK, IBTL, IBTM, IBTO, IBTP, IBTQ, IEF, IEI, IGIB, IGSB, IQQQ, ISTB, IUSB, JEPQ, LCNB, LFVN, MBB, MCRI, MYCF, MYCG, MYCH, MYCI, MYCJ, MYCK, MYCL, MYCM, MYCN, MYCO, MYMF, MYMG, MYMH, MYMI, MYMJ, MYMK, NBTB, NCPB, NPFI, NUSB, NZUS, PCMM, PFF, PMBS, PRDO, PTEN, QQQT, RCKY, SAFT, SHY, SKOR, SLQD, SSNC, SUSB, SUSC, TAXI, TAXS, TAXT, TCBIO, TLT, TW, UFPI, USFI, USIG, VBIL, VC, VCIT, VCLT, VCRB, VCSH, VGIT, VGLT, VGSH, VGUS, VMBS, VPLS, VTC, VWOB, WABF, WEN, YBST, YBTY, YLDE
- Economic events and announcements:
- OPEC Meeting
## Upcoming events for Tuesday, March 3rd
- Stock splits:
- GMGI @ **1:12**
- Expected earnings:
ACEL, ACNT, ADIL, ADV, AMLX, ANTA, ARCT, AVAV, AZO, BBY, BCYC, BGS, BIOX, BMR, BNRG, BOX, BRCB, BWLP, CAPS, CPIX, CPSS, CRCT, CRWD, CVEO, CXDO, CYCN, CYRX, EML, EOLS, EVGO, FSP, FSTR, FTEK, GTE, GTLB, HIHO, HRZN, HY, KTB, MASS, MDV, MEC, MNDO, MRX, NERV, NPCE, ONON, ORN, OXSQ, PASG, PSFE, QSI, QUIK, RIGL, ROST, RYAM, SCM, SCOR, SE, SGC, SHG, SLND, SNN, SOPH, SRAD, SRRK, SRTA, SSII, SSTI, STAA, SWIM, TELO, TGT, THO, TIL, UPLD, VIK, VLGEA, VSNT, WBTN, WEYS, WHLR, WMK, WSBF, YORW
- Ex-div:
ADI, CASS, RUSHA, RUSHB
- Economic events and announcements:
- 3-Month Bill Auction (previous: 3.590%)
- 6-Month Bill Auction (previous: 3.525%)
- Atlanta Fed GDPNow (consensus: 3.0%, previous: 3.0%)
- ISM Manufacturing Employment (previous: 48.1)
- ISM Manufacturing New Orders Index (previous: 57.1)
- ISM Manufacturing PMI (consensus: 51.7, previous: 52.6)
- ISM Manufacturing Prices (consensus: 60.6, previous: 59.0)
- S&P Global Manufacturing PMI (consensus: 51.2, previous: 52.4)
## Upcoming events for Wednesday, March 4th
- Stock splits:
- BWAY @ **2:1**
- Expected earnings:
ACR, ADGM, AEO, AFCG, ALTO, AMPY, ANF, AQST, ARDT, ASPI, ASPS, ATNI, AUUD, AVGO, AWRE, BBAR, BBOT, BBWI, BF.A, BF.B, BLFY, BLLN, BTE, BULL, BWMN, CBRL, CCRN, CDLX, CHPT, CIX, CLRB, CPHI, CSTE, CUB, CULP, CYN, DAKT, DY, EARN, EC, EDIT, EHAB, EWCZ, EYE, EYPT, FLYE, FRGE, FRPH, GENI, GO, GPGI, GPRK, HDSN, HLLY, HYFM, HYMC, ICCC, ICLR, IPI, JBI, KB, KMDA, LINK, LPSN, LUNG, MEI, MG, MLR, MLYS, MRAM, MVIS, MX, NAGE, NC, NCSM, NEXN, NGD, NNBR, OABI, OCGN, OFLX, OKTA, OLP, OOMA, OPFI, PAGS, PCSC, PFSA, PKOH, RDVT, REAX, REI, REPX, RGTI, RJET, RSKD, SBXD, SEG, SES, SGHT, SLNG, SMRT, SMSI, SNBR, STEM, STUB, STVN, SVCO, TARA, TCRX, TPVG, TSE, UCFI, VBNK, VCIC, VEEV, VET, VINP, VIVS, VMD, VSTM, WBX, WF, WIX, XFLT, XTIA, YMM, ZBIO
- Ex-div:
AVT, BGC, CAKE, FOX, FOXA, LRCX, OBT, ODFL, PAHC, PEBK, PYPL, SHBI, WSC
- Economic events and announcements:
- API Weekly Crude Oil Stock (previous: 11.400M)
- FOMC Member Kashkari Speaks
- FOMC Member Williams Speaks
- IBD/TIPP Economic Optimism (consensus: 50.1, previous: 48.8)
- Redbook (previous: 6.7%)
## Upcoming events for Thursday, March 5th
- Stock splits:
- DUST @ **1:10**
- JDST @ **1:20**
- HIBS @ **1:10**
- SOXS @ **1:20**
- TR @ **103:100**
- Expected earnings:
ACET, ACFN, AEYE, AKA, ALGS, ALNT, ALT, AMBQ, AMPX, AOUT, ASLE, ATHM, AVIR, BABA, BCIC, BDTX, BILI, BJ, BRLT, BURL, BVS, CANG, CCEC, CIEN, CLAR, CNQ, COO, COOK, COST, CRMT, CSAI, CTMX, CTNM, CV, DDL, DLNG, DOMO, DSGR, DTI, ELME, ERO, EVC, EVGN, FGBI, FHTX, FIZZ, FLL, FLYX, FNKO, FTCI, GAP, GDYN, GENK, GEVO, GHI, GOTU, GPRO, GREE, GRNT, GROV, GSL, GWH, GWRE, GWRS, HCM, HMR, III, IMA, IMPP, INUV, INV, IOT, ITRN, JCAP, JD, KIDZ, KR, KURA, KVHI, LBRX, LIMN, LODE, LOMA, LQDA, LWLG, LXRX, M, MCHX, MDWD, MEOH, MKTW, MLCI, MRVL, MYE, NEXM, NMAX, NOEM, NUTX, NX, NXTC, OLPX, OMDA, ONL, OPRX, ORKA, OWLT, PACK, PBFS, PBR, PBR.A, PDYN, PMTS, PROF, PROP, PRTH, PRTS, PSHG, PTRN, RAIN, RAND, RAPT, RBNE, REFR, RGNX, RNGR, RTO, SAMG, SLDB, SOBO, SOC, SSYS, SWBI, TEAD, TKC, TLSI, TOUR, TOVX, TRC, TTC, TTRX, UEIC, ULH, UROY, USAR, VOXR, VRME, VSCO, VTIX, VYNE, WLY, WLYB, WW, WYFI, XTNT
- Ex-div:
EXE, EXPE, FANG, HWC, JKHY, NRIM, ONB, QCOM, SLM, SLMBP, VNOM, WDC
- Economic events and announcements:
- ADP Nonfarm Employment Change (consensus: 49K, previous: 22K)
- Beige Book
- Crude Oil Imports (previous: 0.412M)
- Crude Oil Inventories (previous: 15.989M)
- Cushing Crude Oil Inventories (previous: 0.881M)
- Distillate Fuel Production (previous: -0.136M)
- EIA Refinery Crude Runs (previous: -0.416M)
- EIA Weekly Distillates Stocks (previous: 0.252M)
- EIA Weekly Refinery Utilization Rates (previous: -2.4%)
- Gasoline Inventories (previous: -1.011M)
- Gasoline Production (previous: -0.223M)
- Heating Oil Stockpiles (previous: -0.119M)
- ISM Non-Manufacturing Business Activity (previous: 57.4)
- ISM Non-Manufacturing Employment (previous: 50.3)
- ISM Non-Manufacturing New Orders (previous: 53.1)
- ISM Non-Manufacturing PMI (consensus: 53.5, previous: 53.8)
- ISM Non-Manufacturing Prices (previous: 66.6)
- MBA 30-Year Mortgage Rate (previous: 6.09%)
- MBA Mortgage Applications (previous: 0.4%)
- MBA Purchase Index (previous: 149.7)
- Mortgage Market Index (previous: 340.2)
- Mortgage Refinance Index (previous: 1,432.9)
- S&P Global Composite PMI (consensus: 52.3, previous: 52.3)
- S&P Global Services PMI (consensus: 52.3, previous: 52.3)
- Total Vehicle Sales (consensus: 15.20M, previous: 14.90M)
^^^^2026-03-02

So just curious what would you invest in as a value stock and why?
Currently the only two stocks I am in are PFE and PYPL. PFE is priced for virtually no growth, but I believe with all of the cash they have available from Covid vaccine sales to put into the pipeline R&D, plus the likelihood they’ll be called on for the next pandemic, they’ll do fine. I know PYPL has been a bit overly discussed here on Reddit, but I do see many parallels with NFLX from a few years ago when the price tanked and pundits made investors fear that Disney, Apple, and other media companies would wipe them out. I also see a similar path where the price putters around until investor confidence is restored.
I didn’t mention these at the sop because I didn’t want this to turn into another PYPL discussion…would like to hear from others.

PLTR and PYPL will be going crazy, trust the process 🤞🤞

VIX calls - $50+ this week?
NVDA - hard to ignore in the $170’s (even in a negative market)
PYPL - trading at a massive steep discount (agree with Muzhio) and should be trading at $90-$100 at a minimum. They’ll certainly be acquired if stock continues to trade in the $40-$60 range. Venmo alone could attract $40B (the whole PYPL valuation at current prices).
ORCL- prior to earnings next week, Oracle is on sale!

Honestly, I NEVER hedge. I only buy when my conviction is extremely high, and I am fully prepared to own the loss if it doesn’t work out.
So, I buy 50-90% shares, and 10-50% LEAPs in most positions. Meaning I am usually quite levered.
For my PYPL position, I am 90% in LEAPs that expire in 2028. Strike prices all between $35-$70.

Very true, I think a lot of value investors should understand how Lynch differs from Buffet (especially as latter day BRK needed to be managed in a different way due to it's size).
I also think a lot here confuse risk averse investing (which, yeah manage your risk) and a really weird antipathy towards growth potential when talking about Value Investing.
**Growth stocks** are shares in companies expected to expand earnings at an above-average rate, leading investors to pay a premium for future potential. **Value stocks** are shares in established companies that appear underpriced by the market relative to their "intrinsic worth," often due to temporary setbacks or lack of investor excitement.
On the one hand we get the posts about, and I'm picking one's I wouldn't touch, but are the *definition* of Value stocks; like PYPL (that post about them adding ad revenue reads more like the company grasping for straws to me), DUAL (good market share/nothing immediate or that I fundamentally I hate in the financials, but I absolutely believe AI *could* easily destroy them in a few years), UNH (I believe I made an extensive comment on this a few months ago, bearish, I'll dig it up and re-post if anyone asks), ADBE (A bit more convinced in the 1-3 year hold space than I was yesterday). I don't hold them and am not looking to, but despite the complaints about them being posted, they *do* 'appear under priced relative to their intrinsic worth.' So if you hate those posts, articulate why you think it's a value trap on them and we might see less of them.
On to Lynch though, that was just bothering me, he looks at at value based on their future performance over a 3-10 year period that is based on fundamentals and risk. My favorite quote is "If **seven out of ten** of my stocks perform as expected, then I’m delighted. If **six out of ten** of my stocks perform as expected, then I’m thankful. Six out of ten is all it takes to produce an enviable record on Wall Street." I expect some of my picks to under perform, I tax loss harvest in Nov/Dec on a 1-3 year time-frame, in other words I only expect one or two to be completely wrong (losses), most to hopefully beat inflation/indices, and 1-2 to 10-100 bag (as an example).
He does have so many other good quotes though. Late new years resolution, I'll read 'One Up On Wallstreet' this year. Finally.

There are thousands of publicly traded companies on the stock markets, and people stay hooked to names like DUOL, PYPL, ADBE.

I'd be about on par with your gains if I didn't get absolutely hosed on PYPL's earnings drop. As it is I'm about breaking even on the last 2 months on my theta portfolio.
Wasn't even doing an earnings play, I'd been assigned in December and had sold enough CCs that I was going to be in the green. And then the bottom fell out...
Even worse, after earnings I saw no upside potential for the stock. I decided to cut my losses, took a $10k loss, it looked like the right play until the buyout rumours started.
tl;dr Analysts rate PYPL as a strong sell and I would recommend listening to them

Actually his last actions were to post on valueinvesting to buy PYPL

Well, no not really. For every share they buy back, my shares own a bigger part of all future earnings. That usually reflects in stock price but it doesn't have to.
If they buy enough shares, the market will be forced to increase share price through compounding alone.
hey have bought around 25% of their float, which means i get around a 25% increase of their earnings.
50% buyback means I am entitled to double of ALL their future earnings.
90% buyback means I am entitled to 10x of ALL their future earnings (see Autozone as an example).
And current PYPL stock price that is not even unreasonable, given a 5 year horizon

SMA 8 crossing over SMA 21 is a popular strategy.
These are the stocks that has their SMA 8 crossing over their SMA 21 on Friday for SP500 stocks.
|Ticker|Company|Price|Change|Change %|SMA 21|SMA 8|
|:-|:-|:-|:-|:-|:-|:-|
|MCO|Moody's Corporation|477.59|\-1.88|\-0.39|456.85|457.25|
|IDXX|Idexx Laboratories Inc|656.73|\-3.98|\-0.60|643.18|643.56|
|MTD|Mettler-Toledo International|1366.69|\-10.53|\-0.76|1378.10|1378.30|
|NFLX|NetFlix Inc|96.24|11.65|13.77|80.80|81.41|
|PYPL|PayPal Holdings, Inc. Common Stock|46.21|0.68|1.49|43.78|44.37|
|DPZ|Domino's Pizza Inc.|402.51|3.22|0.81|394.64|396.63|
|PFG|Principal Financial Group, Inc.|95.42|\-2.08|\-2.13|94.32|94.44|
|MDLZ|Mondelez International, Inc. Class A|61.58|1.64|2.74|60.07|60.08|
|VRSK|Verisk Analytics, Inc. Common Stock|207.57|4.93|2.43|189.63|191.16|
|PSKY|Paramount Skydance Corporation Class B Common Stock|13.51|2.33|20.84|10.89|11.07|
|PGR|Progressive Corporation|213.66|1.93|0.91|205.47|206.10|
|COIN|Coinbase Global, Inc. Class A Common Stock|175.85|\-5.21|\-2.88|169.53|170.56|
Ran a backtest for each of these stocks to enter on sma 8 crossover sma 21 and exit on sma 21 cross above sma 8, from 2015 to last Friday. (Some stocks were listed post 2015, so not every stock here are around since 2015)
These are the results
|Rank|sma|Ticker|Total Profit|Growth %|Win Rate|Max Drawdown|Total Trades|Execution Time|
|:-|:-|:-|:-|:-|:-|:-|:-|:-|
|1|8|NFLX|373800.48|373.80%|46.8%|\-32.79%|62.00|0.04s|
|2|8|MTD|338008.92|338.01%|55.7%|\-17.20%|70.00|0.04s|
|3|8|MCO|168968.91|168.97%|43.2%|\-24.78%|74.00|0.03s|
|4|8|IDXX|165729.61|165.73%|40.0%|\-41.71%|75.00|0.04s|
|5|8|PGR|145370.86|145.37%|39.2%|\-27.81%|74.00|0.04s|
|6|8|VRSK|136435.26|136.44%|40.3%|\-14.48%|62.00|0.03s|
|7|8|DPZ|91322.94|91.32%|37.1%|\-30.48%|70.00|0.04s|
|8|8|PFG|20304.82|20.30%|43.8%|\-42.68%|73.00|0.03s|
|9|8|COIN|14735.93|14.74%|35.3%|\-69.44%|34.00|0.02s|
|10|8|PYPL|8196.10|8.20%|36.4%|\-59.02%|66.00|0.04s|
|11|8|PSKY|\-4240.10|\-4.24%|0.0%|0.00%|1.00|0.01s|
|12|8|MDLZ|\-4710.92|\-4.71%|40.8%|\-43.80%|76.00|0.04s|
Same strategy, performs wildly different on different tickers. Do you guys trade any crossovers on stocks? happy to test them if you do.
Thanks.

PYPL

Probably PYPL, NVO or ADBE
/s

PYPL