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The 10 Most Recent Messages By TMFCochrane

Take me back to where I was.
  • Date: 10/21/18 8:49 PM
  • Number: 2834
  • Recommendations: 0
What an awesome write-up, Tiptree!

P.S. Fintech maven is going on my resume!

Matt
Long MA (also one of my largest positions, but less than 15%)
  • Date: 10/21/18 8:10 PM
  • Number: 47625
  • Recommendations: 1
Almost forgot...

A full transcript of PayPal's conference call can be found at (Continued...)
  • Date: 10/21/18 8:09 PM
  • Number: 1431
  • Recommendations: 0
Almost forgot...

A full transcript of PayPal's conference call can be found at (Continued...)
  • Date: 10/21/18 8:08 PM
  • Number: 47624
  • Recommendations: 12
I thought one of the biggest themes of PayPal's quarter was this double-whammy: More active users that are using the platform more. This was one of the first things CEO Dan Schulman led this quarter's conference call with:

As
(Continued...)
  • Date: 10/21/18 8:07 PM
  • Number: 1430
  • Recommendations: 5
I thought one of the biggest themes of PayPal's quarter was this double-whammy: More active users that are using the platform more. This was one of the first things CEO Dan Schulman led this quarter's conference call with:

As
(Continued...)
  • Date: 10/19/18 5:58 PM
  • Number: 881
  • Recommendations: 3
Great rundown, Peter!

Explore selected acquisitions Frankly, not many (any? I do not have one in my notes for the entire year) acquisitions were announced.

One quick note: Visa acquired Fraedom earlier this year, a SaaS
(Continued...)
  • Date: 10/19/18 2:41 PM
  • Number: 47577
  • Recommendations: 5
All I know is I choose PayPal anytime it's an option purchasing online, as it's so much easier (and safer, I believe) than putting in my CC info each time.

Ditto! So much easier and safer! And it's not just us, Foodles.
(Continued...)
  • Date: 10/19/18 10:38 AM
  • Number: 856
  • Recommendations: 6
One word: Solid. Quarter after quarter this company just continues to deliver solid, consistent growth. Revenue growth of 14% to $3.68 billion (impacted negatively by about 7% from sale of consumer credit portfolio to Synchrony Financial). GAAP EPS
(Continued...)
  • Date: 10/19/18 12:33 AM
  • Number: 47558
  • Recommendations: 44
One word: Solid. Quarter after quarter this company just continues to deliver solid, consistent growth. Revenue growth of 14% to $3.68 billion (impacted negatively by about 7% from sale of consumer credit portfolio to Synchrony Financial). GAAP EPS
(Continued...)
  • Date: 10/19/18 12:33 AM
  • Number: 1426
  • Recommendations: 16
One word: Solid. Quarter after quarter this company just continues to deliver solid, consistent growth. Revenue growth of 14% to $3.68 billion (impacted negatively by about 7% from sale of consumer credit portfolio to Synchrony Financial). GAAP EPS
(Continued...)
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Take me back to where I was.
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