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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
During the quarter, I sold the majority of my PayPal position, realizing a 42.8% gain. I then moved...
— Jack Beiro
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Other investors who've written on PayPal Holdings, Inc.
We initiated a significant position in PayPal at $39.84 per share.
We exited our entire PayPal (PYPL) position (1.1%). This was our...
PayPal, Inc. operates a two-sided digital payments network, offering consumer digital wallets and merchant checkout solutions.
More institutional theses from JB Global Capital
Alibaba and Flowers Foods make up 81% of the portfolio, and the logic of holding them together is straightforward: their underlying businesses are driven by very different forces. Alibaba’s future depends...
Alibaba and Flowers Foods make up 81% of the portfolio, and the logic of holding them together is straightforward: their underlying businesses are driven by very different forces. Alibaba’s future depends...
As the largest position in the fund (50%) we need to discuss Alibaba's latest earnings, which left us genuinely conflicted.