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NASDAQ:EBAY

eBay Inc (EBAY)

108.17
-1.44 (1.31%)
as of Jun 12, 2026, 5:13:56 pm Market Open.
49 watching
0
PAST TOP PICK
(A Top Pick May 27/10. Up 49.16%.) People were down on the name, but there were no changes in fundamentals.
DON'T BUY
Was in his top 10 at $19 and before that at $15. As it gets closer to its model price, he would implement his sell position. Model price of $34.89. He sold and moved on.
TOP PICK
His model price is $31.07 giving it a 45% upside. When they reported earnings, they wanted to revise their revenue recognition model but analysts didn't move on it very much.
DON'T BUY
Trading at 15X forward earnings. Beat their earnings estimates last quarter in July. Have a report coming out on Oct 14. Looks pretty sound technically. He has quite a few names that would rank ahead of this in the technology space. He could see this moving up but he prefers others.
PAST TOP PICK
(A Top Pick Nov 1/07. Down 55%.) Numbers were okay this quarter but gave poor guidance going forward. Made some acquisitions that they paid too much for. Likes new management. Made some good acquisitions. Trading at 10X earnings.
TOP PICK
Things have been slowing down but they are switching up their fee structure. Very inexpensive. Roughly $4 a share in cash and no debt. Trading at a free cash yield of 6%. Growing at near 20% year-over-year.
DON'T BUY
His problem with this is he thinks it’s a busted market darling. Its biggest problem from a valuation perspective is its Price/Sales ratio. Trading at 5X sales and recent results have been disappointing.
COMMENT
Good cash flow producer. One of the surprising things is that Amazon (AMZN-Q) has been able to get more traction with a similar type of platform. He will be taking a good look at this since it is trading off in the aftermarket. It's a matter of getting the price right and what you pay for the opportunity for growth.
TOP PICK
Good brand name. They have a monopoly.
TOP PICK
Have a great brand name. Their pricing model is fantastic. They have a monopoly that gives them great pricing power.
TOP PICK
There are not many other options to do this sort of thing. They are well managed. They have a good brand name.
TOP PICK
Great business model. Great brand name on the Internet. No inventory and lots of free cash flow.
TOP PICK
(A Top Pick Oct 406. Up 13.9%.) A great franchise. A garage sale every day. No inventory. Strong free cash flow. Trades around 35 x earnings but they have great pricing power.
TOP PICK
A great business. No inventory. Lots of free cash flow. Continues to grow internationally. Has a brand name, which is very important on the Web. Good price.
COMMENT
Trading at a lower multiple than a year ago, probably because the market doesn't think the growth will be as sharp. Have done a tremendous job. Dominate their market. Too rich for his blood, but in the e-commerce space, it's hard to find a better name.
Showing 31 to 45 of 71 entries