A These 4 Stocks A Buy On Crash? PYPL, TTCF, Alcoa, KWEB ETF
TTCF
PYPL
ALCOA
KWEB
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How about ASOS? I know you’ve stopped following it a while ago but maybe you have any thoughts on the recent drop
just a retailer…
PayPal has a huge early adopter benefit. It is by default integrated into most payment forms and a lot of people already have a PayPal account. If you get to a checkout page on the internet you don’t want to register with another payment service. You want to finish the transaction quickly and PayPal is there to help you do just that. However future users without any PayPal account might start using different payment providers and that’s when PayPal will crash. I hope they do, because I don’t like the company either. They screw you over with high fees and ridiculous currency exchange rates.
Rule numba 1 : “Dont lose money and we do not talk about the fight club”
8:40 It’s not good idea be involved in Revolt. Risk service. Not clearity where the funds are/goes, some countries like in the UK have eyes on it, perhals legal issue later and some companies refused it. As a customer I would avoided…so, as a investor I wouldn’t put money on it.
Hi Sven, I think you are missing the PayPal moat. It is not about high commissions, which I agree are higher then average, it is about “trust”.
When I buy something with PayPal on any website, I know if there is a problem I’m getting my money back. If I want to buy something expensive, I can use PayPal instalments option, PayPal credit, etc.
I use Revolut and Wise to exchange currencies when I travel. But I wouldn’t say they are PayPal competitors. Just my opinion.
And i think Sven is also missing that Paypal had such growth in 2020 to 2022 because of the pandemic (everybody home and paypal is the most trusted and secure). Is is crazy to estimate that Paypal may grow to that level of net revenue in the next 5 to 10 years? I don´t think so.
Hi Sven, I have been following your channel for more than 2 years now. I love your videos but I do not understand your opinions on China it’s starting to feel like sunken cost fallacy.
I would seriously cut out all China stocks, tensions are rising around Taiwan, and their population is aging, their youth refuses to get any kids (No wonders). And the cherry on top is their insane housing bobble that might crash their entire economy.
There is so much risk in China not worth it IMO.
Also who wants to support those values and help fund a geno cide in Xin Jiang and a social score system…
Otherwise great video as usual.
excellent points, the thing is the above are the reasons why China is cheap. You can argue the west doesn’t look much better, but has higher valuations. Anyway, that is all the fun of investing, it is impossible to know the future. On risk, it is also about the time of risk, 6 months forward or 10 years forward.
Written like a true Sino Phobe. There are plenty of investors that see the good in China.
Examples of professional investors that see the good in China :-
Ray Dalio
Charlie Munger
Li Lu
Baillie Gifford
and many many more.
Price is what you pay, value is what you get.. am the only one who wants a t-shirt?
Hi Sven, I have a question for you that unfortunately is totally out of topic: in the past weeks I have found a couple of stocks on the Euronext Growth segment of the Italian Stock Exchange that look quite promising. The only thing that’s halting me from buying is the extreme low volumes of daily trades. Would you ever post a video about illiquid markets and how to manage risk on theese segments?
Here’s it 👇
For more info
+1626
4063
632
Thoughts on Crocs? High profit margins, low PE, some debt, becoming a multi brand business.
Suprised Chine IT stocks didnt get on the AI bandwagon
I think you observe PayPal from the perspective of a legit merchant that is unhappy with the high fees.
But from the perspective of the online customer, PayPal provides the assurance that issues will be taken care of by good customer service, something that it is not so easy to replicate by cheaper providers.
In their investor presentation, PayPal highlights Nielsen research showing the value PayPal adds across the checkout journey (brings 20% more buyers, users make 60% more purchases, 25% increase in the likelihood of buying, etc)
Of couse, PayPal will only show you whatever they want you to see, but the fundamentals have been there consistently. Valuation was simply disconnected from them.
I am not very familiar with these payment systems, but it is similar with credit cards. If I ever have an issue with a purchase I made with an Amex credit card, I always have somebody to talk to immediately, the issue gets taken care of fast and I always get my money back, even when I am wrong. It is not so smooth when the card was issued by a bank. So if Amex is accepted, I default to Amex.
If PayPal is similar, I can see a moat there.
However, I don’t see a path to growth reacceleration, and without that the stock seems fully priced (assuming last year’s and guided 7-8% revenue growth going forward, sustained 13-14% profit margins and continued buybacks). That’s assuming a lot.
Great video and horrible sound, as always 🙂 Sven, thank you for the great information.
Can we get Sven to invest in a sound pro to set him up? Would make the vids far more professional!
Silly to have this content, with potato audio!
Today’s lesson seems to be about moats. Buying a business with moat (indisplaceability) is a rule I take always into my heart, but I think its hard for retail investor like me to spot if a business has a moat or not. Perhaps a discussion on your rule of thumb or main references to find whether if a company is moated or not can give us a great value:)
Always thanks for deep value!
Sven has one of two opinions on 99% of stocks: (1) this is a good business but it’s stock is too expensive; or (2) this is a cheap stock but the business is bad.
And there’s nothing wrong with that! I like Sven!
I like Sven too, but I think you can make it 99.9%. I am focused on finding one out of 1000
Sven- I’ve followed you for a long time and love your no nonsense style. PayPal may have competition with FedNow -which is rolling out in the US in July. I sold my shares and looking elsewhere. No one is talking about this direct competition from the federal reserve and I’m wondering if it’s just because I’m not understanding it correctly.
I think PYPL has a good position, but that is about the past, investing is about the future. Who knows what hot payment sistem we might have two years down the road for these markets…
Can FedNow be used outside of USA?
@louisaparker I need to do more research on that- not sure since it is the Federal Reserve
@Value Investing with Sven Carlin, Ph.D. thanks Sven- not sure if I want to compete with the federal reserve though- they seem to make monetary policy these days. Thanks for the reply
👍
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Hi Sven, great video. What do you think about LUV (Southwest airlines) and BATS (British American Tobacco)?
They seem both undervalued.
The former because of the losses encountered in December and other issues with flight crew contracts negotiation (short term problems in my opinion). Their balance is strong compared to other airlines and the price is sitting at covid low levels. Not for the long term but I think it is at its cycle bottom.
BATS like other tobacco companies is under pressure for the transition to electric sigarettes, tobacco issue etc…. The cash generation is strong and the management is committed to pay down the debt, pay dividends and sustain the transition in the developed markets. Roic seems improving and I think the balance is not as ugly as Altria’s for istance.
I will really appreciate your thoughts.
Thanks in advance.
what competes with PayPal at the moment?Who would replace PayPal?NO fees?
Googlepay, amazon pay, apple play, stripe, square….
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