Author
@TallSeller TallSeller
grade Cx.com/TallSeller ↗
Conviction payments/commerce specialist: relentless PYPL bear, loud SHOP bull
Posts and debates (mostly via replies) a sustained fundament
trader score
-0.50
hit rate
30%
mean α
-0.16%
signals 14d
33
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 30% hit rate, -0.16% mean alpha, trader score -0.50. Their last-14d mentions, direction-adjusted, have moved +9.8% since posting (mean over 20 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | PYPL | @TallSeller | -0.90 | Argues PayPal faces a decade-long worsening competitive decline. | — | tweet ↗ |
| 2026-08-28 | PYPL | @TallSeller | -0.90 | Projects Stripe's growth will materially erode PayPal's market share. | — | tweet ↗ |
| 2026-08-28 | PYPL | @TallSeller | -0.50 | Rejects Stripe-PayPal acquisition speculation because of regulatory hurdles. | — | tweet ↗ |
| 2026-08-28 | PYPL | @TallSeller | -0.60 | States regulators would never approve Stripe acquiring PayPal. | — | tweet ↗ |
| 2026-08-28 | PYPL | @TallSeller | -0.70 | Dismisses acquisition prospects and alleges manipulative speculation. | — | tweet ↗ |
| 2026-08-28 | PYPL | @TallSeller | -0.60 | Calls the Stripe acquisition rumor meaningless due to regulatory barriers. | — | tweet ↗ |
| 2026-08-28 | PYPL | @TallSeller | -0.60 | Says regulators would never permit Stripe to acquire PayPal. | — | tweet ↗ |
| 2026-08-28 | PYPL | @TallSeller | -0.95 | Rejects the buyout thesis and argues PayPal's competitive and financial position is worsening. | — | tweet ↗ |
| 2026-08-27 | PYPL | @TallSeller | -0.40 | Argues regulators would block a hypothetical Stripe acquisition of PayPal. | -12.7% | tweet ↗ |
| 2026-08-27 | PYPL | @TallSeller | -0.45 | Says regulators would never allow Stripe to acquire PayPal regardless of price. | -12.7% | tweet ↗ |
| 2026-08-27 | PYPL | @TallSeller | -0.90 | Predicts regulatory rejection and says PayPal is poised to be crushed amid competitive decline. | -12.7% | tweet ↗ |
| 2026-08-27 | PYPL | @TallSeller | -0.95 | Explicitly expects PayPal to move lower and calls it a poor company. | -12.7% | tweet ↗ |
| 2026-08-27 | PYPL | @TallSeller | -0.90 | Argues PayPal has suffered a decade of worsening competitive decline. | -12.7% | tweet ↗ |
| 2026-08-27 | PYPL | @TallSeller | -0.80 | Down-chart emoji expresses a clear bearish PayPal view. | -12.7% | tweet ↗ |
| 2026-08-27 | · | @TallSeller | · | Criticizes Canadian oil-and-gas tariff policy as harmful to domestic citizens and businesses. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.