The Intrinsic Value Podcast发布 2026-08-16
《Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now?》
$PYPL看跌
在管理层警示信号导致论点破裂后，已卖出PYPL；为收购而持有是一场赌博，机会成本很高。
我得说，我可能对时尚零售公司有和你对支付公司一样的犹豫。我认为我们俩都被证明是对的。我的意思是，我们今天还会谈到一家名为PayPal的公司，它对我们来说表现不佳。
I got to say I I probably have the same sort of hesitations toward fashion retail companies that you have towards payments companies. I think it's also fair to say that we both have been proven right. I mean, we will speak today also about a company that's called PayPal and that didn't do too well for us.
说到止损，让我们来看看我们的第二个亏损股，它实际上刚刚有所回升，至少是小幅回升。我个人PayPal头寸的平均价格，也就是我们正在谈论的公司，一直在60美元左右。所以，在Stripe和Advent收购要约之后，我现在实际上接近盈亏平衡。