Insider Stocks · For members
An entry from my investing journal, for members.
After analyzing PayPal's Q2 results, I'm making some portfolio adjustments following my recent moves in Adobe (Sell) and Alphabet (Buy). Adding to PayPal With PayPal's results showing clear signs of improvement, I'll add to my existing position while the company continues to execute. The numbers speak for themselves: transaction margin dollars grew 8% (excluding interest […]
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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