Thomas J. Hayes

Where is money flowing today? $SECZ $IONQ $VG $IRTC $LKFT $QUBT $AR $PLTR $AVEX $KVYO $TWLO $TEAM $VEEV $CE $WOR $CRWD $OKTA $DDOG $HUBS $PANW $APA $EFXT $SFNC $DT $ONON $SAIC $IOND $DVN $DOCU $SM $CRWV $TTC $MYRG $BA $SNX $MGY $IR $MORN $SSL $AVAV https://t.co/gPMxavaRhC https://t.co/HNkf4hHH0f

@BevilacquaRico @RPeachey86 @PayPal @Meta @EnriqueJLores Gone from both now. Get over it. Some businesses are too good to be destroyed by 1 person. Both will recover handily in due time.

Multiple on Ad business 2-3 years out worth more than 1/2 current value alone. Add Venmo, Braintree, BNPL you're over $100B by any reasonable multiple. Buyer gets Branded Checkout for free. $PYPL Traded above $330B just 5 years ago when Revenue/Share, FCF/Share, Earnings/Share, ROIS were all LOWER. $100B is a steal. $90B is highway robbery, but acceptable if we get option for $META stock to ride further upside beyond $90B. Burden yourself with the facts versus emotions and opinions based on trading price...

@xaigorgo @PayPal @Meta You do not understand the Ad business PayPal is building yet. Mark Grether did it at $AMZN, $UBER and now he's doing it again at $PYPL. Study up or listen to my podcast.

@ArarNecmettin @PayPal @Meta Agreed.

Thinking out loud as a shareholder of $PYPL ... The new @PayPal @Meta partnership is interesting for reasons other than Agentic Commerce. $META can/should buy $PYPL for $90B ~7% FCF yield (highly accretive immediately - whether cash, stock or combo deal). All of @Meta's ads - agentic/Facebook/IG have checkout. More importantly, no one is better at running targeted ads than @META, BUT no one has a better dataset on consumer purchases/intent than @Paypal. Seems @elonmusk prefers to try to build @Xmoney from ground up versus save 5-10 years and buy $PYPL for $90B (a price shareholders would accept). @Meta @finkd could beat him to the punch and build the "wechat super-app" he is trying to copy through buying $PYPL. $AMZN built a $68B Ad business (70% margin) on purchase history (similar dataset to $PYPL). With $META's partnership $PYPL's data could be worth at least half as much as $AMZN and the $90B payback period (on purchase price) would be 3-4 years. @EnriqueJLores @finkd Makes too much sense if you're @finkd and if part stock deal, @pypl shareholders get to participate in ADDITIONAL UPSIDE if they choose. Win-Win...

Thinking out loud as a shareholder of $PYPL ... The new @PayPal @Meta partnership is interesting for reasons other than Agentic Commerce. $META can/should buy $PYPL for $90B ~7% FCF yield (highly accretive immediately - whether cash, stock or combo deal). All of @Meta's ads - agentic/Facebook/IG have checkout. More importantly, no one is better at running targeted ads than @META, BUT no one has a better dataset on consumer purchases/intent than @Paypal. Seems @elonmusk prefers to try to build @Xmoney from ground up versus save 5-10 years and buy $PYPL for $90B (a price shareholders would accept). @Meta @finkd could beat him to the punch and build the "wechat super-app" he is trying to copy through buying $PYPL. $AMZN built a $68B Ad business (70% margin) on purchase history (similar dataset to $PYPL). With $META's partnership $PYPL's data could be worth at least half as much as $AMZN and the $90B payback period (on purchase price) would be 3-4 years. @EnriqueJLores @finkd Makes too much sense if you're @finkd and if part stock deal, @pypl shareholders get to participate in ADDITIONAL UPSIDE if they choose. Win-Win...

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Nasdaq (top 30 weights) Earnings Estimates/Revisions $DIA $GS $CAT $MSFT $AMGN $UNH $TRV $V $GOOGL $JPM $AAPL $SHW $AXP $HD $JNJ $AMZN $MCD $CRM $IBM $NVDA $HON $CVX $BA $MMM $MRK $PG $CSCO $WMT $DIS $KO $NKE https://t.co/8hU4X2ct1i https://t.co/UGj2M1dBW2

Nasdaq (top 30 weights) Earnings Estimates/Revisions $DIA $GS $CAT $MSFT $AMGN $UNH $TRV $V $GOOGL $JPM $AAPL $SHW $AXP $HD $JNJ $AMZN $MCD $CRM $IBM $NVDA $HON $CVX $BA $MMM $MRK $PG $CSCO $WMT $DIS $KO $NKE https://t.co/8hU4X2ct1i https://t.co/UGj2M1dBW2