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[@George_Dubs_](/creator/twitter/George_Dubs_)
"@fintegrate $SHOP is a great company and growing but all of that growth and then some is already priced in. They have a $200B market cap on $2B in net income. and they are already the US market share leader"  
[X Link](https://x.com/George_Dubs_/status/1979926921254158776) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-19T15:05Z XXX followers, XX engagements


"@weary_centurion great post.people miss your main point I think is PayPal PSP is more aimed at out of the box solutions for SMBs Stripe/Adyen are more highly customizable solutions for large merchants. Also Stripe PSP often still offers PayPal (and soon Venmo) checkout buttons"  
[X Link](https://x.com/George_Dubs_/status/1977744360339804654) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-13T14:32Z XXX followers, XXX engagements


"@Spike_1567 @VulcanMK5 having said that I have broken my own rule my 2nd biggest holding is $PRPL. They are unprofitable but I think they have clear line of sight to positive FCF next year. This one is definitely a high risk high reward small cap I took a gamble on"  
[X Link](https://x.com/George_Dubs_/status/1980444625530966526) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-21T01:22Z XXX followers, XX engagements


"@KalebNFL if JJ demanded a trade wouldn't be the worst thing ever. probably get X first round picks and Addison is a legit WR1"  
[X Link](https://x.com/George_Dubs_/status/1980806195612119325) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-22T01:19Z XXX followers, XXX engagements


"@The_AI_Investor and where are the end market products to get a return on this $1T investment"  
[X Link](https://x.com/George_Dubs_/status/1980068143507681596) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-20T00:26Z XXX followers, XXX engagements


"@Kross_Roads @ddolev interesting his sentiment was essentially until they can accelerate branded checkout analysts don't care about anything else. but it seems hard to imagine PayPal World/BNPL won't accelerate branded in near future"  
[X Link](https://x.com/George_Dubs_/status/1980353899908534311) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-20T19:22Z XXX followers, XXX engagements


"@contrarcap There is a large market for bolt on SaaS products to ERP systems most of which are terrible IMO. and companies have armies of people trying to make sense of data of which their ERP is the source (financial & operational data). in theory AI could displace these products/people"  
[X Link](https://x.com/George_Dubs_/status/1980024336892518453) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-19T21:32Z XXX followers, XX engagements


"@Spike_1567 @weary_centurion I also love when people are like oh it means they have nothing to invest in. PayPal is payments company do they want Alex to build a new factory seriously. that's what makes them a great company they are capital light just need the engineers already on payroll to innovate"  
[X Link](https://x.com/George_Dubs_/status/1980434315386450165) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-21T00:41Z XXX followers, XX engagements


"@William89906996 @JakeReed86 dude shutup. some random anonymous online troll does not represent anyone of any thing there is no reason for anyone else to feel embarrassed or to give this any oxygen"  
[X Link](https://x.com/George_Dubs_/status/1980435712630747568) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-21T00:47Z XXX followers, XX engagements


"@convexititties Interesting. I never realized they never had an operating loss. so why is it trading like its going bankrupt"  
[X Link](https://x.com/George_Dubs_/status/1980814039279366556) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-22T01:50Z XXX followers, XXX engagements


"I still think @acce + team will shock the world $PYPL"  
[X Link](https://x.com/George_Dubs_/status/1977814146885488655) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-13T19:10Z XXX followers, 1593 engagements


"@contrarcap @investingluc @acce can we shouldn't cost for than $10M. that sand bagger Geoff has the funds in the opex marketing budget for Q4 I know it"  
[X Link](https://x.com/George_Dubs_/status/1979715503410319552) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-19T01:05Z XXX followers, XX engagements


"@DeepValueBagger @FrostyFinances @acce totally agree. I wish CEO's would realize share count doesn't matter. like you said buybacks are a waste of money and inversely dilution doesn't hurt shareholders at all no need for any debt financing just dilute away"  
[X Link](https://x.com/George_Dubs_/status/1979727362188341491) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-19T01:52Z XXX followers, XX engagements


"@Spike_1567 @VulcanMK5 yep. that's what I like about PYPL. they don't have to pull a rabbit out of a hat like grow a million percent or find a way to get profitable to pan out like lots of these co's. they could just grow modestly at current profitability and still a good long term investment probably"  
[X Link](https://x.com/George_Dubs_/status/1980441001266446557) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-21T01:08Z XXX followers, XX engagements


"@SFarringtonBKC @weary_centurion yea that's totally fair. But $PYPL is trading at 12x FWD P/E and their annual buybacks are way more than annual SBC"  
[X Link](https://x.com/George_Dubs_/status/1980453428230046054) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-21T01:57Z XXX followers, XXX engagements


"@TalentedTargets @Kross_Roads then why do a lot of Shopify platform sites and Stripe PSP sites still offer PayPal checkout 🤔"  
[X Link](https://x.com/George_Dubs_/status/1981175746300108906) [@George_Dubs_](/creator/x/George_Dubs_) 2025-10-23T01:48Z XXX followers, XX engagements