$PYPL
I no longer own the stock but I’m still a loyal customer
One thing I am very impressed with is the rewards program
Over the next few weeks I will unlock Gold tier and will be able to exchange 1,000 points for £12 instead of £10
When it first launched I made a post
$IREN
Share count is now at 394M up from 341M in March
$2.5B of the $6B ATM has been used, despite many on here previously claiming it would not be touched
Now we have the capex guide
How will this be paid for?
Share count in 2023: 55M (7x since)
You can do the maths
$PYPL
So let me get this straight
Because PayPal rightly would not accept a disgusting buyout offer, due to the business being worth significantly more than what was offered
The market sells it off to oblivion?
Time to go back to erasing shares
Mr Market is dumb sometimes
The maths isn’t mathing
Myself and a select few others on this platform have been warning about the completely unknown ROI on AI capex (see quoted post)
It seems like the smart money may be slowly starting to catch on
Once the finally narrative flips, valuation flips too
$TEM starting to become popular on Fin X after its most recent move
@AuditTheHerd has been sharing independent analysis on this company for months on end and has called the thesis out well before it materialised
Credit is not given where it is deserved on this platform
$ODD
Mr Market says Oddity Tech is worth $550M today
Mr Market is funny sometimes
A conservative SOTP valuation for the company and its 3 brands puts a floor in at around $3.5B (calculation attached)
Even at a distressed valuation, you are looking at a $2B floor for assets
