PYPL Reddit Mentions | ChartExchange

Not everyone in this sub is a sensible investor, but it's safe to say the average joe on here is more interested/knowledgeable than some other circles of completely unresearched opinions on the internet.
I'd like your collective takes on what stands out as my most on-the-nose opinion, as well as my least convincing one. I chose topics/stocks that
A) get a lot of mentions on this sub and
B) are at least somewhat within my circle of understanding.
I'm going to condense down each take to a sentence or two in rapid fire format, I'm happy to explain my thoughts more fully if anyone would like. Here goes:
1) The headline PE ratio of the major US indices seems alarming when shown on a historical chart, but is very much warranted because of better fundamentals and index composition.
2) Most of the mag 7 (minus TSLA) are still an excellent source of alpha when bought on large pullbacks *even though they are widely researched*, because dumb narratives can cause disproportionate sell offs in great businesses.
3) Global Ecommerce titans (AMZN, MELI, SE, CPNG, possibly KSPI) are great buys at today's prices, although I would avoid the Chinese players for a variety of reasons.
4) SAAS is like shooting fish in a barrel right now. Unit economics are wonderful, prices are finally reasonable, and people vastly underestimate the staying power of "dead" or "commoditized" software businesses (see the financials of WIX, ZM, DOCU, etc. and their lack of shrinking revenues/their growing FCF)
5) Payment providers in many niches are undervalued right now. The titans like V, MA, ADYEY, etc. are trading at reasonable prices (for wonderful companies), and plenty of riskier companies with fantastic fundamental performance have priced in too much risk (FOUR, PGY, RELY, SEZL, DLO, etc.).
6) Hated companies like PYPL, FI, LULU, CMCSA, and a few others are set up to perform surprisingly well from current prices. When you're trading at 10x earnings or less, you don't need anything beyond mediocre performance to get a good return.
7) Plenty of consumer staples like PG, WMT, KO, COST, and other stalwarts provide terrible risk/reward ratios right now. Growth is slow, they are fairly capital intensive, balance sheets usually carry lots of debt, and P/E's rival tech behemoths.
8) UNH will do okay in the long run, but it's probably gonna be like watching paint dry.
9) ADBE will likely do well from here through mid single digit revenue growth and heaps of buybacks. The software is sticky for large enterprises.
10) GAMB is a super divisive stock with complicated financials that comes up on here a lot, and I think it's a very asymmetric bet that could go to zero and could 10x in under 5 years (I hold shares, probably not wise to own a large position)
11) DUOL is compelling at today's prices. Adjusting for SBC, EV/FCF is about 24x, and growth will likely slow going forward but probably won't completely fall off a cliff. The moat has some question marks, but app addiction can be a really good business.
12) CSU and spinoffs are phenomenal buying opportunities at current prices. Mark Leonard stepping down doesn't change much, the machine mostly runs itself at this point.
13) I don't know enough about NVO to have a firm opinion, but I think your downside protection is likely pretty solid from low valuations and the other products outside of just GLP-1's.
14) The current administration is bad for freedom and democracy, but their dumb ideas aren't enough to outweigh the global footprint/dominance of the best American businesses.
Those are just some things that come to mind as a frequenter of this sub, tell me what you guys think! More than happy to elaborate if needed 🙂