To be honest, I miss those days... $PYPL (+0,02%) Being a shareholder without getting hate on a regular basis doesn't feel right somehow, how do you feel about that? 🤔
Discussão sobre PYPL
Postos
6031 year later
$PYPL (+0,02%) Remember my words: 1 year and Paypal stands at approx. 30 €.
06.01.2025
Into 2025 + Happy New Year + Rewind 2024 is live + Class action against Paypal
And here we go again with fresh news. Once again, I wish you all a happy new year. Let it be another year rich in returns.
- The Rewind for 2024 is live
Don't forget to take a look at the Rewind for 2024. How did you do and what did 2024 bring you? Also take the chance to get 500 coins and take part in a competition where you can win up to €250. It's very easy and is explained in this getquin post by CEO Christian.
https://app.getquin.com/en/activity/IchLDXGEEp
- US YouTubers prepare class action lawsuit against PayPal $PYPL (+0,02%)
prepare
After the affiliate fraud allegations before Christmas, the investigative video by YouTuber MegaLag now also has legal consequences: An influencer lawyer from the US is now preparing a class action lawsuit against the browser extension Honey, which could put parent company PayPal in a tight spot.
Monday: Stock market dates, economic data, quarterly figures
Stock market holiday in Sweden, Finland and Russia
- ex-dividend of individual stocks
Endesa EUR 0.41
JPMorgan Chase USD 1.25
- Economic data
09:45 IT: Purchasing Managers' Index/PMI non-manufacturing December FORECAST: 50.0 previous: 49.2
09:50 FR: Purchasing Managers' Index/PMI non-manufacturing (2nd release) December PROGNOSE: 48.2 1: Published: 48.2 Previous: 46.9 Total Purchasing Managers' Index (2nd release) PROGNOSE: 46.7 1: Published: 46.7 Previous: 45.9
09:55 DE: Purchasing Managers' Index/PMI non-manufacturing (2nd release) December PROGNOSE: 51.0 1: Published: 51.0 Previous: 49.3 Total Purchasing Managers' Index (2nd release) PROGNOSE: 47.8 1: Published: 47.8 Previous: 47.2
10:00 EU: Purchasing Managers' Index/PMI non-manufacturing euro area (2nd release) December PROGNOSE: 51.4 1: Published: 51.4 Previous: 49.5 Total Purchasing Managers' Index (2nd release) PROGNOSE: 49.5 1: Published: 49.5 Previous: 48.3
10:30 UK: Purchasing Managers' Index/PMI non-manufacturing (2nd release) December PROGNOSIS: N/A 1st release: 51.4 previous: 50.4
14:00 DE: Consumer prices (final) December PROGNOSE: +0.3% yoy/+2.4% yoy previous: -0.2% yoy/+2.2% yoy HICP PROGNOSE: +0.4% yoy/+2.6% yoy previous: -0.7% yoy/+2.4% yoy
15:45 US: Purchasing Managers' Index/PMI Service (2nd release) December FORECAST: 57.1 1st release: 58.5 previous: 56.1
16:00 US: Industrial New Orders November FORECAST: -0.3% yoy previous: +0.2% yoy
Paypal -> Honey Extension
Hello community,
I came across an interesting video.
In a nutshell, it's about this:
- Paypal has bought Honey. This is an extension (add-on) for Chrome.
- Influencers advertise Honey with their ref-link
- Honey replaces the reflink with its own to generate profit.
- Influencer gets nothing
- Discount codes do not exist
I have sold my profit ... unfortunately earlier but still at a profit. How credible the video is for one or the other is up to you.
https://www.youtube.com/watch?v=vc4yL3YTwWk
$OCGN (-0,81%) sold and directly invested in $PYPL (+0,02%) directly.
Let's see what happens.
First tranche from PayPal $PYPL (+0,02%) purchased 💸
After much deliberation, I opened my first position in PayPal today. I believe in the long-term potential of the company, especially in the area of digital payments. The current valuation seemed attractive to me after the recent market weakness.
Let's see how the investment develops - I'm excited! What do you think of PayPal $PYPL (+0,02%) ? Are you already invested or are you still watching the stock?
Why I will soon be investing 5 digits in $PYPL (+0,02%) and see 300% potential
After a lengthy analysis, I have decided to soon make a 5-digit investment in $PYPL (+0,02%) (ticker: PYPL) soon. Here are my reasons and why I see a price potential of up to 300%:
1. undervaluation & turnaround opportunity
$PYPL (+0,02%) has fallen sharply in recent years and is currently trading well below its all-time high. The price/earnings ratio (P/E ratio) is favorable by historical standards. Many negative factors appear to have already been priced in.
2. solid business model
$PYPL (+0,02%) is one of the market leaders in online payments with a global user base of over 400 million active accounts. The trend towards cashless payments and e-commerce will continue to grow in importance in the coming years.
3. growth opportunities through new business areas
$PYPL (+0,02%) is expanding into new areas such as cryptocurrencies, "buy now, pay later" services and digital wallets. This offers enormous growth potential, especially in emerging markets.
4. strong cash flows & share buybacks
The company consistently generates strong cash flows and invests aggressively in share buybacks, which should increase the value per share in the long term.
5. analyst estimates & price targets
Many analysts have recently revised their price targets for $PYPL (+0,02%) upwards despite the current uncertainties. Some see potential of up to 200 % and more, which supports my assessment.
Risk assessment: Of course there are risks such as competitive pressure, regulatory uncertainties and economic weaknesses. However, I am convinced that PayPal can achieve a successful turnaround in the long term.
Conclusion:
With a long-term investment horizon and the current valuation, I see $PYPL (+0,02%) as a strong investment opportunity with up to 300 % potential. I therefore plan to enter the share at a 5-digit level soon. 🚀📈
How do you see PayPal? Invested or wait-and-see?
Re 1.) the all-time high was a complete exaggeration and we probably won't see the P/E ratios of that time again any time soon. A lot has happened in the world of payment providers since the ATH.
Re 2.) The business model is solid, but there is also more and more competition in eCommerce payments such as Klarna and Amazon Pay. In the area of payments in general, there is also Apple Pay and Google Pay. In the area of P2P payments, there is also the Cash App from Block or similar functions for Apple and Android in the USA.
I am not saying that there is no room for PayPal. I also see the share as undervalued, especially due to the constant share buybacks.
$TMDX (-0,75%) - Company presentation part 2
Why $TMDX (-0,75%) could be an opportunity - reasons and concerns
Positive:
- $TMDX (-0,75%) Is a demand-driven business. Selling products that people need usually means that the products sell themselves. In any economic climate, there are people waiting for organs.
- The business model of $TMDX (-0,75%) is very robust. When an organization buys an organ, it keeps the console. When it uses the organ, it immediately buys a new organ to replenish the console. If an organization wants to use the NOP service for transport only, the contracts usually provide for OCS to be used in some way, whether to house/monitor the organ during transport or to purchase OCS outright to house the organ once the organization receives it.
- The entire transplant industry is massively underutilized
- Why $TMDX (-0,75%) wins in transplants:
$TMDX (-0,75%) Could easily become a monopoly (especially NOP) or expand their lead. You start in a niche, dominate it and keep expanding.
- $TMDX (-0,75%) the NOP logistics command center:
- Unique competitive advantage:
Concerns:
- $TMDX Has only recently become profitable and is inconsistent. You only reached profitability a year ago.
Net income:
Q4 2023: 4 million $
Q1 2024: 12.2 million $
Q2 2024: 12.2 million dollars
Q3 2024: 4.2 million USD
- In the last four quarters, costs have risen faster than revenue. This is something you don't want to see in a company that has recently become profitable.
- $TMDX (-0,75%) Has about $330m in cash, but still has about $178m in net debt
- $TMDX (-0,75%) would be a candidate for loss absorption. The share price has fallen sharply for half a year. For people who are still holding the share with a book loss, a sale now would be a good opportunity to offset this with profits from this year.
- The sentiment at $TMDX is at a multi-year low. Having just posted their first QoQ decline (although still up 64% y/y), the aesthetics of their rising sales, which has led to a 900% return on share price in 4.5 years, is ruined. If $TMDX (-0,75%) delivers another disappointing quarter, it could leave a nasty taste in Wall Street's mouth in the long run, regardless of how well the business might be doing - much like $PYPL (+0,02%) and $SOFI (+0,19%)
- $TMDX has a very asset-heavy business model. They own a fleet of aircraft, they own hubs that store OCS consoles and maintain aircraft, they own vehicles for ground transportation. All these assets are not cheap to maintain. This is a very complex logistics network that needs to be utilized/utilized, as opposed to e.g. $SHOP (-0,38%) , $PLTR (-1,37%) and Co, whose entire business is based on software.
- The whole business depends on the generosity of others. Without donors, there is no business. It is not the case that $TMDX (-0,75%) can ramp up/scale organ production to higher numbers. I could see NOP and renting out this fleet in the future, for medical purposes only, could be a great way to expand the monopoly on transplants.
- has a very niche business. There are only a limited number of people looking for a new organ. This will lead to some restrictions on business growth unless they expand at some point.
Bottom line:
I think $TMDX (-0,75%) could be a good buy now. The current weakness in the numbers is fundamentally not due to weakness in the business, but it is being sold off heavily as if it is. Down 50% because the transplant industry as a whole is down ? Because more was spent this quarter on expanding the business for 2025 ? Because the QoQ increase could not be sustained due to aircraft maintenance ?
I will consider getting in, what stops me at the moment is that you can't control the supply, but if you continue to develop the technology and others also use your services, the growth should be able to be sustained.
+ 6
$TMDX (-0,75%) - Company presentation - Part 1:
TransMedics Group, Inc. is a medical device company transforming organ transplant therapy for patients with end-stage lung, heart and liver failure.
The company specializes in portable extracorporeal thermal perfusion and the evaluation of donor organs for transplantation. Its Organ Care System (OCS) is a portable organ perfusion, optimization and monitoring system that uses its customized technology to replicate near-physiological conditions for donor organs outside the human body.
In addition, the company has developed the National OCS Program (NOP), a turnkey solution for outsourced organ harvesting, OCS organ management and logistics services for transplant programs in the United States. Logistics services include air transportation, ground transportation and other coordination activities. NOP provides trained organ procurement surgeons, clinical specialists and transplant coordinators to provide an end-to-end clinical solution utilizing OCS technology.
Now a little more in detail:
OCS = Organ Care System
$TMDX (-0,75%) currently has OCS consoles for the heart, liver and lungs.
The cool thing about $TMDX (-0,75%) 's OCS is that normally 2-3 out of 10 organs stored in the cold room are successfully transplanted.
8 out of 10 OCS organs or disposable sets (as they are called) are transplanted without complications.
The trick lies in the ability of the $TMDX (-0,75%) OCS console to maintain organ functionality through the constant circulation of warm blood (perfusion).
The OCS consoles are the only FDA-approved portable multi-organ perfusion device on the market.
The installation of these innovative cutting-edge consoles in the 70 leading transplant centers in the USA is probably equivalent to a monopoly position.
Blood flow to the organs and constant monitoring of their functionality reduces ischemic injury and post-transplant complications.
$TMDX (-0,75%) also has its own fleet of 18 airplanes to help get organs to where they are needed.
If an organization needs to outsource the pick-up or drop-off of organs, it can use an aircraft from the NOP network. $TMDX (-0,75%) - aircraft from the NOP network.
NOP = National OCS Program
The NOP's nationwide hub network takes care of the transportation of organs from the donor to the recipient around the clock
The NOP network has now contributed to over 4,000 transplants
This is the only air and ground network that is 100% dedicated to the transportation of organs.
- Business model:
Selling organs and organ care system (OCS) consoles to organ transplantation and procurement centers and organizations, as well as selling to distributors who sell their products to centers and organizations abroad.
Service:
They also sell organ procurement and organ management services to all of these organizations through NOP
All customer contracts include multiple performance obligations covering all products and services they provide (organs, OCS, NOP services).
Financials:
- Annual revenue:
2021: $30.3M
2022: $93.5M
2023: $241.6M
2024: $434.1M est +79% YoY
2025: $548.1M est +26%YoY
- EPS - a strong increase is expected:
2023: -$0.77
2024: USD 1.07 estimated
2025: estimated USD 1.65
$TMDX (-0,75%) is managed by the founder - which should be an advantage.
Since 1998, the CEO has built this company into the country's leading transplant network.
CEO- Waleed Hassanein
$TMDX (-0,75%) is still a small cap and
basically has everything it takes to become a future monopoly.
- Best product of its kind
- Building a complex logistics network before anyone else does
- Only FDA approved product of its kind
$TMDX (-0,75%) Continues to invest heavily in the future
They addressed profit margins and stated that they continue to invest in hiring pilots, aircraft, maintenance centers - to take care of their own aircraft, etc.
All these investments will $TMDX (-0,75%) probably turn the company from a small-cap to a mid-cap in the next few years.
The weakness in earnings in recent earnings is probably not fundamentally due to the weakness of the company.
The quarter-on-quarter decline in sales was due to general weakness and maintenance measures in the industry as well as investments that affect margins and apparently surprised many analysts.
There is actually nothing wrong with the business.
Finally, I would like to say that I am not yet invested, but after the recent fall in the share price, a long-term entry should be very interesting and I am considering an initial entry.
Are any of you already invested? ✌️
+ 6
Share gifts at Trade Republic.
Does anyone know whether if you give away €25 shares several times, you have the chance to win the €10,000 several times?
The first time I won a whopping €2 in effing $PYPL (+0,02%) won. 😅
Have you tried it yet and what did you get?
Very Proud for my first 15 months.
The difficulties will be exit and take profit to my best positions considering taxes on capital gains. For this year my fiscal compensation is going very well (-30 euro).
For the next year i have to take some considerations.
Regarding a strategy I'm learning about companies on X because you can find very interesting people talking about very growth stocks. The best one to invest in during the first stage of portfolio / value creation.
$PLTR (-1,37%) (closed because now very overvalued, I'm waiting to enter again during a physiological deep)
Looking for growth to earn with composite interest
Títulos em alta
Principais criadores desta semana