Bullish4w ago
$AFRM blasting off this morning on last night's print/guide. Our process nailed this one. Best Idea Long going in, despite the Klarnage from 10 days ago.
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Macro/Fins/Pymts/Housing/DA @Hedgeye. Lehman, Millennium, Amaranth. Not Investment Advice. Research available for subscription at https://t.co/wONiOjHLIa
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @HedgeyeFIG to submit corrections.
$AFRM blasting off this morning on last night's print/guide. Our process nailed this one. Best Idea Long going in, despite the Klarnage from 10 days ago.
View original →@KeithMcCullough On $IPAY, 7 of its top 9 holdings = Bullish Trend. Fundamentally, $V $MA both printed great quarters. $PYPL CEO acting rationally - open to a deal but determined to get the best price. Others like $GPN are transitioning from bad to less bad.
View original →@KeithMcCullough On $IPAY, 7 of its top 9 holdings = Bullish Trend. Fundamentally, $V $MA both printed great quarters. $PYPL CEO acting rationally - open to a deal but determined to get the best price. Others like $GPN are transitioning from bad to less bad.
View original →@KeithMcCullough On $IPAY, 7 of its top 9 holdings = Bullish Trend. Fundamentally, $V $MA both printed great quarters. $PYPL CEO acting rationally - open to a deal but determined to get the best price. Others like $GPN are transitioning from bad to less bad.
View original →It was a pretty good week on the stock front. A few of the best ideas on the Long Side were $AFRM and $FI, and $ PYPL was on the "other" side.
View original →It was a pretty good week on the stock front. A few of the best ideas on the Long Side were $AFRM and $FI, and $ PYPL was on the "other" side.
View original →We're hosting a call today at 12:30 to dig into the Merchant Acquiring space. $FISV $GPN $FIS (WorldPay) $SQ $PYPL $ADYEN Stripe. @Hedgeye
View original →@EastBostonG I'm sure some would value the convenience. It's definitely good for $PYPL so there's a solution in search of a problem in there somewhere.
View original →$PYPL is pushing crypto further into the mainstream with its new Checkout with Crypto capability. Bitcoin, Litecoin, Ethereum, and Bitcoin Cash can all now be used to pay for anything you would normally pay for with fiat by using the PayPal app. https://t.co/KSipu1q8LB
View original →Bloodbath out there today! Anything that's a big trust-me TAM story (looking at you Opendoor $OPEN) is getting shredded. Good environment to own strong cash-flow companies like $V $MA $FISV $GPN that don't have 95%+ of their value tied up in the ~2040 terminal component.
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