Source Post

Paypal CRUSHES Earnings!! - What I'm doing today...

Jul 28, 2026

The creator discusses PayPal's second-quarter earnings report, noting that the market response was initially modest. They highlight that PayPal exceeded the previous guidance, particularly in earnings per share and transaction margin growth. The creator also mentions their personal history with the stock, having bought more at $40 when they believed it was undervalued, and recently trimming a small position to buy Charter Communications (CHTR).

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Tickers discussed in this post

CHTRBullishMedium ConvictionSignal-backedSecondary

The creator bought Charter Communications (CHTR) on Friday morning, freeing up cash by trimming PayPal.

PYPLNeutralHigh ConvictionSignal-backedPrimary

The creator is holding their significant position in PayPal, believing it was undervalued at $40 and has now exceeded guidance, despite a modest market reaction.

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