Hop into the Way Back Machine all the way to May 17th. On that day we wrote a post looking at Paypal (PYPL) into their first analyst day as an independent stock, following its 2015 …
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Last night on CNBC’s Fast Money we discussed Facebook’s launch of their Marketplace feature, think internal Ebay: As Julia Boorstin reported, the Marketplace had a gaff at launch by not having a filter set for …
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Event: PayPal (PYPL) will hold their first analyst day as a separate company tomorrow at their headquarters in San Jose, California. The options market is implying about a 3% move in the stock between now …
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On November 13th we detailed a bullish leaning trade in Paypal (PYPL). We wanted to establish a position where we had leverage in the event of a breakout, but offered a reasonable buffer to the …
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Here is a quick recap of trades that we initiated, closed, or debated in the week that was Nov 9th to Nov 13th: Monday Nov 9th: Trade Idea – $XLU: Utility Playa *Trade: XLU ($42.25) Buy …
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Earlier in the MorningWord (You’ve Got Money), I offered a few thoughts on the current landscape on the electronics payment landscape after news on Wednesday that Apple (AAPL) is speaking with banks to create a peer to …
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After years of hype, mobile electronic payments, both consumer and peer to peer, have finally become a disruptive trend. And it suddenly seems there are hundreds of fintech startups as well as established tech behomeths …
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On September 24th we made a bearish bet in UAL by using a diagonal put calendar. The intention was to own more short deltas than a typical calendar (like the PYPL trade we just closed.) …
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Back on Sept 11th we expressed a bullish leaning trade in PayPal (PYPL). The calendar financed the purchase of longer dated with the sale of ones expiring today (here). To refresh, here was the trade:
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A few weeks ago we took a look at PayPal (PYPL) following its tax free spin from eBay (EBAY), read here. Our thoughts on valuation and competition from Aug 20th: In PYPL’s Q2, (per the …
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