PayPal is mentioned as a 'loser' stock in the creator's portfolio that is currently stagnant.
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Adobe, Grab, Toast | Three growth stocks in focus
Value Investing 2050Mar 15, 2026
The creator discusses three growth stocks: Adobe, Grab, and Toast. Adobe is a current purchase with a target of 100% return in 3 years, despite AI concerns. Grab is considered interesting but too expensive due to its valuation. Toast is a growing company in the restaurant services sector, but its competitive moat and valuation are questioned. The creator's portfolio is currently underperforming benchmarks.
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Tickers discussed in this post
Toast offers digital services for restaurants and shows growth, but concerns about its competitive moat and high valuation prevent a buy decision.
Grab, the 'Uber of Asia', shows strong growth but is considered too expensive with a high market cap and unproven long-term profitability.
Adobe is a current purchase with a target of 100% return in 3 years, despite AI concerns and a significant drop from its highs.
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Tracked calls opened from this post
ADBE
buy opened Mar 15, 2026
+5.13%