Fundamental Frank

Post what comes to mind. Fundamental Investor. Be greedy when everyone is fearful. Largest positions: $BABA $PDD $PYPL $NKE $UNH $BIDU $CROX

[Fundamental Frank @longjohnstock]

#pypl #painpal Character Building

[Fundamental Frank @longjohnstock]

🟢
Kiss of Death

[Fundamental Frank @longjohnstock]

@nataninvesting Happy New Year, what is your opinion on this Honey drama with Paypal?

[Fundamental Frank @longjohnstock]

@nataninvesting Yeah I believe if they play the Venmo card right there is huge growth potential. They just have to copy Revolut 🤣

[Fundamental Frank @longjohnstock]

@nataninvesting 100% and that shift has started already. Have many friends getting paid directly into Revolut now. Can’t see anyone in that age bracket needing or using Paypal

[Fundamental Frank @longjohnstock]

@nataninvesting I’m not sure if it’s the same in Italy as it is here but many people use Revolut as a secondary bank for everything to do with online / send money etc. They also have a very good rewards system.

[Fundamental Frank @longjohnstock]

@nataninvesting Yeah me too and so does the whole of Europe. This might be where the problem lies.

[TrendSpider @TrendSpider]

turns out $PYPL is the only one buying $PYPL

[Fundamental Frank @longjohnstock]

$PYPL officially broken. 3 green days in a row. Anyone know what’s going on?

Maybe the company is undervalued after all 🤔

[Fundamental Frank @longjohnstock]

@weary_centurion Let’s be real the whole of Europe uses Revolut. I am long PYPL but they got to start taking notes from Revolut who have just gobbled up market share across Europe. Everything about Revolut is so seamless.

[Fundamental Frank @longjohnstock]

Opened a small position in $DUOL today.

Be greedy when everyone is fearful.

Buy great companies when sentiment is weak

[Fundamental Frank @longjohnstock]

I think $PYPL is broken. Why is it not red ? What is this green about ??

[Fundamental Frank @longjohnstock]

@emmetlsavage Hi Emmet, curious about your take on PYPL. The narrative “dying company,” but the numbers say otherwise. With 434 million active accounts, excellent revenue and FCF, it’s hard to ignore. The venmo arm looks strong aswel seems like this is not factored in. Undervalued IMO 🤗.

[Fundamental Frank @longjohnstock]

Bottom is in for PayPal. #PYPL

Increased holding.

Nothing better than buying more of a great company just because the crowd got scared for no good reason - Peter Lynch

[TrendSpider @TrendSpider]

$PYPL Price vs. $PYPL Quarterly Revenue

Most hated stock of all time?

[Fundamental Frank @longjohnstock]

Bullish $NKE ! Just in time for Christmas. Can see this being the new hype trend for any young soccer player.

[Sky Sports News @SkySportsNews]

Thomas Tuchel on the 'Nike Mind' shoes his players are wearing... 🧠 👟

[Fundamental Frank @longjohnstock]

https://t.co/zKvawxaEOA holding $29.6 billion in cash and cash equivalents. Incredible for a company with a market cap of circa $46 billion.

[Fundamental Frank @longjohnstock]

https://t.co/zKvawxa6Z2 leads the Chinese tech earnings off strong.

EPS and Revenue beats.

🟢Adj. EPS: $0.52
🟢Revenue: $42.0B

All eyes now on what management says in the earnings call. What do people want to see?

#JD #earnings #investing

[EarningsTime @Earnings_Time]

https://t.co/54CHWwfZtX, $JD, Q3-25. Results:

📊 Adj. EPS: $0.52 🟢
💰 Revenue: $42.0B 🟢
📈 Net Income: $0.7B
🔎 JD Retail surpassed $35B in revenue, while JD Food Delivery improved its efficiency and reduced investment sequentially.