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Earnings Review: Starbucks, SOFI and PayPal

Earnings Review: Starbucks, SOFI and PayPal

The message an intelligent investor should take from the earnings is simple: Occasional underperformance is natural, look at the trend and determine whether the investing thesis is intact.

Oguz Erkan's avatar
Oguz Erkan
May 12, 2024
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Capitalist Letters
Capitalist Letters
Earnings Review: Starbucks, SOFI and PayPal
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Please look at the stock chart below:

If you are a reasonable person, you probably thought that the chart belongs to a company that missed earnings expectations on May 8.

Reality is the exact opposite. This is a chart of the company that delivered a strong double beat on May 8, and it’s not alone.

There is an emerging new trend in the market: Absurd sell o…

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