Conde Investments

Inversor. Avida Euros.
"El dinero siempre interesa".

[Conde Investments @FinConde]

@WardenOfValue I completely share your view and I think this is the right investment thesis with FUBO. Though I have some reservations about the valuation multiple. Given the market conditions I only expect the EBITDA target is met. If we keep it 6xEBITDA we'll still have a double from here.

[Conde Investments @FinConde]

Well I guess the good strategy was buying PUT contracts on $FUBO

[Conde Investments @FinConde]

@Kross_Roads Best case scenario is they sell venmo & braintree to someone else and then buyback PYPL like crazy with all that cash, right?

[Conde Investments @FinConde]

@CarilonCapital It will be bought at 60$-70$ I think

[Conde Investments @FinConde]

@DeItaone Somebody buy this shit!

[Conde Investments @FinConde]

@alvarogomezolea @flatexDEGIRO This crash is due to the dutch unrealized gains tax law is it not?

[Conde Investments @FinConde]

@ThatGuyEric10 @W00force That is NewCo MCAP. Through $FUBO you only own 30% of NewCo. 570M$ is $FUBO MCAP.

[Conde Investments @FinConde]

@SoleSurvivore @weary_centurion That's the point. ECB has decided that platform payment providers for the future digital euro must be exclusively reserved for companies from the EU. The goal of the European Commission is to to break free from the US. Digital Euro system will have 0 fees

[Conde Investments @FinConde]

@MattMahler5 I agree but my concern is the Digital EURO. It could destroy $PYPL european market:

[Conde Investments @FinConde]

@WealthyReadings That's the point. ECB has decided that platform payment providers for the future digital euro must be exclusively reserved for companies from the EU. The goal of the European Commission is to to break free from the US. Digital Euro system will have 0 fees

[Conde Investments @FinConde]

@SuEricGP The only thing I am scared about is the launch of the Digital Euro. It could destroy paypal's market share in the Eurozone

[Conde Investments @FinConde]

$PYPL this is the single major risk I see for the company: the digital euro. BCE has decided that platform providers for the future digital euro must be exclusively reserved for companies from the EU. European market is a big chunk and Paypal cannot afford to lose it

[Conde Investments @FinConde]

$FUBO / NBCU

[Conde Investments @FinConde]

@PabloGilTrader La globalización. Un sueldo local no puede competir con una persona que ha vendido su piso en Miami por 5MEUR. Llega a Madrid y pagar 2MEUR le parece barato. A eso súmale los bancos que por caro que sea un piso te da los medios para pagar un precio excesivo durante toda tu vida

[Conde Investments @FinConde]

@Spike_1567 @JuanRodrig07 ooops right those were the estimates to be beaten. Well, then it is even better.

[Conde Investments @FinConde]

@JuanRodrig07 vamos, que hay que ir monitorizando pero si todo va bien te queda un x4 en 4 años bien majo.

[Conde Investments @FinConde]

@JuanRodrig07 Jaja claro tio, mira en 4 años habrán recomprado tantas acciones que se quedarán sólo en 600M. Desde los niveles de 2021 en que tenían 1200M acciones pues sólo eso ya te da un x2. Si además PYPL sigue creciendo pasará a un PE=20 que ya es otro x2. Yo me lo planteo de esta manera.