What is your best fundamental/ valuation idea

Today paypal moved down from $58 to $56.5 and then CEO’s comment on CNBC lit fire, and the stock moved up and closed at $58.89, gaining $1.44. So, I listened to what the CEO has to say, key points are:

  • 25% ecommerce runs through PYPL
  • 25th company has innovation day
  • We have done lot of acquisitions last few years and not enough focus, (meaning, expect some layoff and closing few things, etc) which wall-street loves

The key comment is We will shock the world That’s a pretty bold statement. Hope they can follow through.

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