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The German Value Investor
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Mar 15, 2026
PayPal Takeover Rumors: Who Would Buy PYPL?
The German Value Investor discusses takeover rumors surrounding PayPal (PYPL), noting its significant share price decline and current low valuation. The creator highlights PayPal's strong free cash flow, user base, and data assets as attractive to potential acquirers, identifying Alphabet (GOOGL) and Amazon (AMZN) as top candidates due to their financial capacity. However, the primary investment thesis remains PayPal's low valuation, with any takeover viewed as a potential bonus.
Mar 15, 2026
ServiceNow CRASHED 52% – Huge Buying Opportunity or Value Trap?
The German Value Investor analyzes ServiceNow (NOW) after a significant price drop, evaluating its business model, financials, and acquisition strategy. Despite positive long-term trends and analyst buy ratings, the creator concludes that the current valuation is still too high, making it not a buy at this time. The video also touches on the irrelevance of CEO stock purchases as a sole indicator of undervaluation.
Mar 15, 2026
Amazon Stock Crashes 28% – Is the Market Dead Wrong?
The German Value Investor analyzes Amazon's stock performance following a significant investment program announcement. Despite a recent price drop, the analysis suggests that Amazon's strong revenue growth, operating cash flow, and strategic reinvestment in areas like AI present a potential buying opportunity, though the author indicates the price may not yet be low enough for a full entry.
Mar 15, 2026
Is Adyen Stock a Buy After the Crash?
The German Value Investor analyzes Adyen (ADYEN), a Dutch payment service provider, highlighting its strong growth, high profitability, and solid financial position despite a significant stock price drop from its 2021 peak. The analysis suggests Adyen presents an interesting investment opportunity due to its valuation, growth prospects, and robust cash flow, contrasting it with PayPal.
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