Nice thorough analysis.

That's not quite correct @[Flat Broke](user:29387), the two companies will remain partners through July 2020. It won't hurt PayPal anytime soon and gives them plenty of time to recoup those losses.

Not to mention it's been quite a long time since Ebay was their primary revenue source.

In the end, you can always count on good ol' safe #gold! $GLD.

I was initially surprised to hear that #eBay would no longer be using #PayPal as it's payment processor. But you've made an eloquent case showing that this will not be have a critical impact. My outlooks has shifted from planning to sell my shares, to buying more now that the price has dropped due to panicked shareholders. $EBAY $PYPL

Like everything in life, I believe timing is still a critical component.

You bring clarity to a befuddled situation. However, can kindly sum up this "double-speed" concept you describe?

Thanks, I'll keep that in mind though I do try to get all my content from as few sites as people. This being one of my favorites.

Will you be posting your midday market calls here as well?

It's an interesting idea to break Alphabet into 4 - YouTube, Google Search, Google Cloud, and Android. But I've never been a fan of spin-offs. Yes it lets each unit focus on their core strengths. But they also lose out on a lot of synergies that already or potentially exist.

Is this product still for sale? Your website seems to be down.