Insider Stocks · For members
An entry from my investing journal, for members.
PayPal's Q4 2024 results present a mixed picture, reflecting a significant strategic shift under new leadership. We'll begin by examining the challenges within the unbranded solutions segment. Unbranded Solution: The Braintree Purge A key development in Q4 2024 was a 3% decline in payment transactions to 6.6 billion. However, on a full-year basis, transactions increased […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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