Last Updated on May 16, 2026 by stlplace
$FISV (Siyu Li, X)
Also this one – last I recall, “system of record” talk was used by $CRM and $NOW too. Right now the market is skeptical on that – at the same time I am not a firm believer that Anthopic or Vibe Coding are winning or already won.
$PYPL (Morningstar Morning Filter YT 00:29:16 What takeover talk for PayPal may mean for its stock)
Last but not least, may I add the all mighty $BRK could become a value trap, too? I recall in 1960s, shortly after Warren Buffett bought Berkshire Hathaway in a bit like “cigar butt” investing approach, he himself quickly realized BRK is a value trap too – he pivoted it to insurance very quickly, and the rest is the history. Btw, I understand people are looking at the most recent 13F filings.