bachor

@Web_Devepoler @EnriqueJLores True words, I agree. I cannot understand why there are no more consequences for such a poor performance. They let PayPal die. Its already the joke of Wallstreet. DO SOMETHING NOW, before its too late @EnriqueJLores

@EnriqueJLores Chris was ousted to deliver results, not more promises years later. Shareholders deserve urgency, accountability, and execution. Cut the unnecessary bloat NOW, simplify the organization, and start acting like a company focused on performance again. $PYPL

@TroyJFar Yes, 2 years and not one word about ads in the earnings call. Until now we (shareholders) have nothing from this appointment.

Am I the only one desperately wanting an update on the $PYPL Ads division? PayPal announced the appointment of Mark Grether as Senior Vice President and General Manager of PayPal Ads on May 28, 2024 2 years! It’s time for high margin AD revenue.

@SuEricGP The management is doing everything they can to fuck up as fast as they can, self-sabotaging. The buyback is the only bull thesis atm…unfortunately.

@SuEricGP Chriss was already fired in february for slow execution. Until now we (shareholders) have nothing from Mark Grether, they didnt even mention ads in the earnings call, and he is working already 3 years on them. The CFO better dont speak. Imo the management is the biggest problem.

🧵1/ The most underrated story in fintech right now: PayPal's complete leadership transformation. CEO Alex Chriss replaced the ENTIRE previous leadership team. And he brought absolute killers with him. Here's who:

@brian_armstrong The stock is a complete disappointment.

There’s a generational shift happening, and Coinbase is uniquely positioned to capture it: 1) The onchain economy has reached escape velocity 2) Coinbase's full stack platform is powering it 3) The next frontier is agentic and on Coinbase Our thesis is simple: crypto is the best form of money, and the infrastructure will overhaul the existing financial system. If it involves money, it will involve crypto. Coinbase is uniquely positioned to capitalize on this transformation. Some highlights from our earnings today: - Gained share in both spot and derivatives globally, reaching an all-time high in crypto trading volume market share - Saw huge growth in derivatives trading volume, driven by our Everything Exchange - 10x increase in stablecoin transaction volume on @base - USDC on our platform hit another all-time high - >90% of onchain agentic stablecoin transaction volume is on Base - 12 consecutive quarters of net native unit inflows- customers have been adding more crypto to Coinbase every quarter

@BajhadMammad @acce @alexcapital01 Notably shocked the investors.

@acce @alexcapital01 "Shocked the World" 👌

I don't believe this is the right strategy for PayPal. Alex Chriss was right to fully integrate Venmo with $PYPL. I still feel for the guy — he was the right leader to turn the company around, but he came in too late.

@acce @alexcapital01 youtu.be/69Db3UHjG_g?is…

@alexcapital01 🤗🚀

@SwissKnifeInv @agraber13 @investingbyGenZ They already showed that the share count is down to 900 million shares at the end of Q1. So they bought back less than $1.5B in Q1 unfortunately.

@agraber13 @investingbyGenZ I wonder what happens if they show more than $1.5B in buybacks for Q1 and higher free cash flow than expected.

$PYPL: did the thesis quietly change, or did the multiple just catch up? When I bought $PYPL, my thesis was pretty simple: - Revenue would grow >5% per year with some optionality to re‑accelerate. - FCF would grow faster than revenue as efficiency gains kicked in. - The market would eventually reward that steady execution (plus new products like Ads, Tap‑to‑Pay, etc.) with a higher multiple. That’s not what happened. Revenue has drifted closer to 0–5%, FCF has been choppier than I expected, and the anticipated efficiency gains never really showed up in a clean, compounding way. The result is a stock now sitting around 8x P/FCF on roughly $5.5–6B of FCF and ~$33B of revenue, which, if I’m honest, doesn’t look obviously unfair for a business growing low‑single‑digits with limited operating leverage. So I’m starting to think this might just be the new reality for $PYPL unless something changes: a stable but uninspiring franchise that the market values like an ex‑growth financial rather than a compounding fintech. If management can’t convincingly signal either (a) a path back to mid‑high single‑digit revenue growth or (b) a credible plan to structurally lift FCF through efficiency and mix (e.g. Ads ID, Braintree mix, cost work), I’m not sure it deserves much more than ~8–10x FCF. That’s where I’m at – curious how you see it: is $PYPL now reasonably priced for what it is, or do you still think there’s a credible route to re‑rating from here?

@FreedomFinLB @DarthDividend23 They received around $67 million since the start of the program in 1996. in average now around $120k a month, so peanuts. The debt is growing much faster.

@DarthDividend23 Insane. I wonder how much they have received

So the U.S. government is accepting donations to pay off its $39 trillion debt via PayPal ( $PYPL ) and Venmo. Are you donating?

@dronefishing1 @SpencerHakimian He knows exactly which one to pick for his agenda. He feels the ‚spirit‘. Nobody knows that better than him! 😄

@SpencerHakimian They did. The check was “will he do what Trump wants” and “do we have enough dirt on him to blackmail him if he doesn’t do what Trump wants” Same as the rest of the goon squad in trumps cabinet of morons

So did they just not run a background check on Kash Patel before they hired him to running the fucking FBI?

@KimDotcom Sobald man das hier in Deutschland liked, klopft das Finanzamt an die Tür.

Makes you wonder why you pay taxes

@EnriqueJLores Now do something for your shareholders after this catastrophal performance and announce an ASR! You should be buying at least double the amount with the price under $60. Come on now!

Great to be with so many of our customers and partners at #PayPalBeyond. Thank you to everyone who joined us, and to the teams who brought it to life.

@TheTNHoller Er hat einen wesentlichen Teil dazu beigetragen, dass die Welt so korrupt ist! Eine Schande, dass sich junge Leute aufgrund seiner Position an ihm orientieren! Wirklich verkehrte Timeline!

“Are you concerned about insider trading on these prediction markets re: the war?” TRUMP: “The world is a casino. It is what it is.” 🤷🏼 And there you have it, folks!

@Ronaldo7trades @ariaradnia Everybody was bashing Paypal as they announced the massive buyback, like no innovations, they can only buyback. But now its the best thing Adobe has done, genius! 😄 Don’t get me wrong, I am long both.

@ariaradnia Sounds like $PYPL

What no one realizes about the $ADBE buybacks…

@brian_armstrong Would be nice if you and the team cook something, that supports the share price. At $200 its the same price as february 2024 and 2022 with much more shares outstanding. The performance is really poor.

Enjoying the new design system for the Coinbase app and overall brand - the dots! The team cooked here.

@JerryTentie @ddolev And now he thinks $50, 45 billion market cap, with 6 billion yearly buybacks is appropriate. What a clown. @ddolev

@JerryTentie @ddolev Last year he said PayPal is the next Nvidia. 😄

@killthepedophil He was fired because of slow execution.

i really wounder what happened to "Mr. Paypal". Why did the CEO leave? I dont understand why everyone else just "okey totally normal" Something happened and we did not get an explanation Guesses? $pypl

@PayPal @Meta @facebook @instagram But why is there Visa as default payment?

We’re partnering with @Meta to bring 1-tap shopping to @Facebook. From scroll to purchase — no leaving the feed. Coming to @Instagram soon.

@atrupar I DID THIS!

Trump: "You know, when I didn't get the Nobel Peace Prize. You gotta understand, I don't care. Norway has lost so credible. I stopped 8 wars. Stopping wars -- I think I do it the best. President Putin called me, he said, 'I can't believe you stopped this one!'"