In early August 2025, following the second quarter earnings, I published my last article about PayPal Holdings Inc. ( PYPL ) and wrote that Wall Street doesn’t get the business, and I saw this as aMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap ...