$PayPal(PYPL)$
The change in reporting to include stock based compensation expense in non-GAAP numbers is the detail missed by many. I didn’t even notice it until others on the board pointed it out and then I listened to the call. I really liked what Alex had to say on the call. 9% revenue growth is solid. Cash flow machine. I like that they guided revenue 1 quarter out. 6-7% more top line growth expected. Who cares about the stock, it will catch up over time. Great opportunity to buy more at market open if it actually opens in the high 50s. Great quarter!
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