Bought 
PYPL, Why ⬇️
Fundamental catalyst:
Just applied for Utah bank charter to expand small business lending
Bank charter = cut out third-party costs, direct FDIC insurance, better margins
Already served 420K+ business accounts with $30B in loans - now cutting middlemen
Valuation too cheap to ignore:
P/E of 13 while maintaining 45% global payment market share
434M active users, $33B revenue run rate
Trading near 52-week lows at $60 vs. analyst PT of $79 (+30% upside)
Technical setup:
Near bottom of extended downtrend range ($55-93)
Risk/reward favors entry here - limited downside to $55, significant upside to $75-80
The trade: Recent analyst downgrades created panic selling, but the fundamentals haven't changed. Bank charter is a multi-year strategic move that could significantly improve unit economics. Current price reflects maximum pessimism.
PYPL, Why ⬇️Fundamental catalyst:
Just applied for Utah bank charter to expand small business lending
Bank charter = cut out third-party costs, direct FDIC insurance, better margins
Already served 420K+ business accounts with $30B in loans - now cutting middlemen
Valuation too cheap to ignore:
P/E of 13 while maintaining 45% global payment market share
434M active users, $33B revenue run rate
Trading near 52-week lows at $60 vs. analyst PT of $79 (+30% upside)
Technical setup:
Near bottom of extended downtrend range ($55-93)
Risk/reward favors entry here - limited downside to $55, significant upside to $75-80
The trade: Recent analyst downgrades created panic selling, but the fundamentals haven't changed. Bank charter is a multi-year strategic move that could significantly improve unit economics. Current price reflects maximum pessimism.
🌴 Swing Trader based in the Caribbean. Trained at a trading firm in the Netherlands. 📈 Consistent profits across bull, bear, and sideways markets.
면책사항
해당 정보와 게시물은 금융, 투자, 트레이딩 또는 기타 유형의 조언이나 권장 사항으로 간주되지 않으며, 트레이딩뷰에서 제공하거나 보증하는 것이 아닙니다. 자세한 내용은 이용 약관을 참조하세요.
🌴 Swing Trader based in the Caribbean. Trained at a trading firm in the Netherlands. 📈 Consistent profits across bull, bear, and sideways markets.
면책사항
해당 정보와 게시물은 금융, 투자, 트레이딩 또는 기타 유형의 조언이나 권장 사항으로 간주되지 않으며, 트레이딩뷰에서 제공하거나 보증하는 것이 아닙니다. 자세한 내용은 이용 약관을 참조하세요.