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u/PurpleFanto

3 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$METAr/ValueInvestingDiscussionbearish
u/PurpleFanto · 244d ago2 prior · awaiting results

Adobe, Paypal, and Meta are not buys and i'm tired of peoples posts about them

Meta's low P/E is misleading because the company uses financial engineering (off-balance-sheet data center partnerships with minimum payment guarantees) to obscure true capex costs and leverage. Combined with a history of value-destructive moonshot projects, investors should be cautious about the stock.

At post $657.59Now $670.24+1.9% since postedas of Sep 15, 4:30 PM ET
original post →
$PYPLr/ValueInvestingDiscussionbearish
u/PurpleFanto · 244d ago2 prior · awaiting results

Adobe, Paypal, and Meta are not buys and i'm tired of peoples posts about them

PayPal is trapped in a saturated market with outdated legacy technology, undercut by more convenient competitors. The low P/E valuation is a value trap that ignores the company's deteriorating competitive position.

Now $53.81as of Sep 15, 4:30 PM ET
original post →
$ADBEr/ValueInvestingDiscussionbearish
u/PurpleFanto · 244d ago2 prior · awaiting results

Adobe, Paypal, and Meta are not buys and i'm tired of peoples posts about them

Adobe faces structural headwinds from AI-driven alternatives like Canva and Gemini that reduce customer demand and subscription seats. While professionals will continue using Adobe, the market is correctly pricing in permanent growth slowdown with limited upside beyond current valuations.

At post $304.44Now $257.76-15.3% since postedas of Sep 15, 4:30 PM ET
original post →

End of results.