PYPL
PayPal Holdings, Inc. Common Stock
stock NASDAQ

I think the market ends in the green tomorrow.
The war will be over sooner than later.
America has enough oil and is now an exporter.
It’s all just a bunch of FUD.
Too many great stocks on sale now to pass up!
NVDA, AVGO, MU, ORCL (earnings will crush on Tuesday), PYPL, AMZN…these stocks are cheap now.
I’m buying 💰

So my preferred method of calculating whether a stock is a buy or not is by running a time until payback (TUP) calculation. It basically tells you how long it would take for your investment to double by generating a compounding growth rate, and I welcome you to [try it yourself.](https://tupcalculator.org) We want stocks that have a payback period of 9 years or less; the S&P currently has about a 10 year payback period. I got the following results:
* PYPL -> 7 years (really good)
* IVZ -> 16 years (historically negative EPS, we need a sustained growth rate of 30% to get to 10)
* THC -> 12 years (ehhh its ok but we can do better)
* FOXA -> 10 years (decent but we can still do better)
* CMCSA -> 9 years (I'm interested)
* QCOM -> 10 years using 10 yr EPS CAGR (if you use 5 years EPS is negative; something bad is going on)
* CF -> 10 years (pass for the same as the other 10 yr)
PayPal's inability to execute on consistent EPS growth all while spending a shit ton of cash on buybacks show that the board has no idea what needs to happen to turn the boat around. We need an activist to come in and save the day.
If you think Comcast can increase their forward growth from negative to 10%, it brings up the TUP to 8 years which is great along with their 4% dividend. However they have an insane amount of debt; if the dividend gets cut to pay down that debt, this stock will eat shit.
In my opinion, your list is full of cheap stocks for good reasons. I really try to use methods to add context to the number; having a tool that lets you understand the future expectations helps immensely.

I'm incredibly bearish on PYPL but even I know that statement is factually incorrect. Iirc the upcoming S&P deletions are match group, molina health, lamb Wesson, and paycom.

Mainly because they are not trying to time short-term price action just pick winners and drop losers on a long-term timeline. Take moving VRT to the 500 and dropping PYPL (still in the 500) from the 100, they are balancing exposure years down the road, investment timelines.

PYPL, NVO, ADBE, DUOL, etc.

I think the market ends in the green tomorrow.
The war will be over sooner than later.
America has enough oil and is now an exporter.
It’s all just a bunch of FUD.
Too many great stocks on sale now to pass up!
NVDA, AVGO, MU, ORCL (earnings will crush on Tuesday), PYPL, AMZN…these stocks are cheap now.
I’m buying 💰

So my preferred method of calculating whether a stock is a buy or not is by running a time until payback (TUP) calculation. It basically tells you how long it would take for your investment to double by generating a compounding growth rate, and I welcome you to [try it yourself.](https://tupcalculator.org) We want stocks that have a payback period of 9 years or less; the S&P currently has about a 10 year payback period. I got the following results:
* PYPL -> 7 years (really good)
* IVZ -> 16 years (historically negative EPS, we need a sustained growth rate of 30% to get to 10)
* THC -> 12 years (ehhh its ok but we can do better)
* FOXA -> 10 years (decent but we can still do better)
* CMCSA -> 9 years (I'm interested)
* QCOM -> 10 years using 10 yr EPS CAGR (if you use 5 years EPS is negative; something bad is going on)
* CF -> 10 years (pass for the same as the other 10 yr)
PayPal's inability to execute on consistent EPS growth all while spending a shit ton of cash on buybacks show that the board has no idea what needs to happen to turn the boat around. We need an activist to come in and save the day.
If you think Comcast can increase their forward growth from negative to 10%, it brings up the TUP to 8 years which is great along with their 4% dividend. However they have an insane amount of debt; if the dividend gets cut to pay down that debt, this stock will eat shit.
In my opinion, your list is full of cheap stocks for good reasons. I really try to use methods to add context to the number; having a tool that lets you understand the future expectations helps immensely.

I'm incredibly bearish on PYPL but even I know that statement is factually incorrect. Iirc the upcoming S&P deletions are match group, molina health, lamb Wesson, and paycom.

Mainly because they are not trying to time short-term price action just pick winners and drop losers on a long-term timeline. Take moving VRT to the 500 and dropping PYPL (still in the 500) from the 100, they are balancing exposure years down the road, investment timelines.

PYPL, NVO, ADBE, DUOL, etc.