PayPal and Pepsi Earnings, Investment Stories, and Plot Twists

Every stock tells a story, and every valuation reflects what the market thinks will happen next.

Earnings reports are our clearest windows into the writers' rooms of each company's narrative. We get the hard numbers on what happened and the insight on what is likely to happen next.

Understanding both those stories going in, and then how plot twists happen and how much they matter, is a key to long-term success.

So even as markets continue to set new records, we're zooming in on a couple companies whose earnings provided unwelcome news to investors.

We start with PayPal, which has been a sad story for investors for going on three years now, and which hasn't been able to come up with a compelling sequel to their Covid heights yet.

We then go into Pepsi, which offers another bit of evidence that inflation may be ebbing, but whose results lacked the fizz investors wanted.

Topics List

1:25 – PayPal’s (covid-fueled) rise and fall
4:55 – PayPal’s setup going into earnings
5:55 – Where PayPal’s earnings story missed
7:55 – Where that leaves PayPal
9:30 – Pepsi’s fizzling earnings report
12:55 – The importance of stories in investing
15:35 – PayPal and Pepsi’s plot twists

Get the text version of this at https://middlecoastinvesting.com/blog/