Among our top contributors in Q4 were Argenx, Lam Research and Insmed. Among our biggest detractors in Q4 were Oracle, Netflix and BAE Systems. During the quarter, we initiated new positions in RTX (Raytheon), Capital One and Somnigroup. In addition to Insmed and BAE, we also added to L3Harris, a global aerospace and defense company.
The market sees PayPal as a dinosaur, as evidenced by its steep stock decline. But PayPal's revenue and earnings continue to rise, and the company is buying back stock hand over fist.
We entered 2026 with the second priciest stock market over the last 155 years -- and that's historically bad news for investors. However, proper vetting can still unearth companies with highly favorable risk-versus-reward profiles.
LOS ANGELES--(BUSINESS WIRE)--Authvia has partnered with PayPal and Venmo to enable consumers and businesses to send and receive money instantly through text messaging (SMS) and Rich Communication Services (RCS), transforming everyday conversations into secure, intelligent payment experiences. This collaboration links Venmo and PayPal's global wallet networks with Authvia's patented conversatio...
PayPal ( NASDAQ:PYPL ) stock has declined 39% over the past year, reflecting investor worries about its competitive position as payment alternatives like Apple ( NASDAQ:AAPL ) Pay and Stripe proliferate.
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