Q: Hello Peter,

With ATVI trading 15% below the acquisition price, what would you say to selling SQ or PYPL or both? and investing the proceeds in ATVI for an approx 15% return in the next few months.

Both PYPL and SQ have been a long term holding for me and while I do expect both PYPL and SQ to bounce back a little I am not sure of a pop greater than 15%. Eventually I will have to decide between the two for a longer term hold. I would like your suggestion here.

ACTVI seems more certain although not 100 % risk free. So does this seem to be a good trade and an arbitrage opportunity?

I own SQ and PYPL in a 2:1 proportion.

Regards
Rajiv

Q: Hello .. I own a significant position on PayPal and am down 20%. With that said is it a good time to switch into something better? I am not really stuck in staying in fintech with this $$ but do you have a short list of great buys right now? Probably with at minimum similar growth? Do $meli or $sq fit the bill? Thanks

Q: If you had to buy one would you buy $SE, $Meli or something more traditional? Would be replacing PayPal.