Hi everyone, I'm curious how you're currently approaching investments in Ferrari $RACE, PayPal $PYPL, Amazon $AMZN and NU Holdings $NU. Ferrari looks interesting both technically and fundamentally after the recent pullback. I think PayPal is currently undervalued, and with the expanded use of AI technologies and collaboration with developers within the OpenAI ecosystem, it enables, for example, AI agents to make purchases through PayPal. It also has its own stablecoin, PYUSD, backed 1:1 by the dollar and issued via Paxos Trust. Amazon remains a strong growth name, but valuations are fairly high again, so I'm not sure it's the right time to enter now. NU Holdings still maintains a good growth pace in Latin America, but it has also run up a lot in recent months. How do you see it — are you adding to any of these names, or are you mostly waiting at this stage of the market?
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Well, I tried to ask myself what PayPal would have to do or undertake for sentiment to turn enough that its shares would head higher and sustain that trend. Something competitors can't reach, or something that would give PayPal the chance to move up for a reasonable period. I'm afraid AI isn't it—everyone's invoking ecosystems these days. Is there a potential entry of a strong partner that would shake things up? Any advantage compared with the rest of the world? I don't see anything like that. Do you know of anything?
Definitely not PayPal...
I use PayPal, so I buy PayPal...
I think PayPal could be very interesting — I’m watching it closely. The valuation is low, share buybacks signal insider confidence, it sits on a huge amount of cash, and the partnership with Google plus its push for innovation are promising.
Hi, I'm currently mainly watching the $NU. It's one of the best companies in the financial sector and the potential there is still huge.
I'm only adding small amounts to $NU and $AMZN. I'm worried that $PYPL will keep floundering for quite a while. As for $RACE, I'm on the fence...