Barry, OppHub America Desk · · Source: yahoo-tickers-tape-movers
Michael Burry Trims VEEV After Near-100% Gain, Holds PYPL — Here’s Where He’ll Buy More Of
Based on reporting from yahoo-tickers-tape-movers.
Burry said Veeva is now “more expensive than the buy price by quite a bit” after nearly doubling in recent months. He continues to hold VEEV because he believes the stock remains below its intrinsic value and likes the company’s competitive position.
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PayPal·$PYPL$PYPLPayPal
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Burry said Veeva is now “more expensive than the buy price by quite a bit” after nearly doubling in recent months. He continues to hold VEEV because he believes the stock remains below its intrinsic value and likes the company’s competitive position. Burry said he would add to $PYPL+WL if shares fall to the mid-$40s after Stripe and Advent abandoned their reported $53-billion-plus takeover pursuit. The “Big Short” investor says he is redeploying capital from Veeva into “spring-loaded positions” while waiting for PayPal to fall further before adding. Michael Burry Trims VEEV After Near-100% Gain, Holds $PYPL+WL — Here’s Where He’ll Buy More Of PayPal
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Story playbook
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Snapshot date: August 29, 2026 at 2:25 AM ET
This playbook was built when the story published and is not live-updated. Prices, news, and risk can change after this date — treat it as a starting map, not a current trade ticket.
Story → money map
Value Investing & Insider Rotation
A well-known stock picker sold some of his winning software shares and is waiting to buy a digital payments company if its price drops lower. Everyday investors can watch these companies to see where big investors are moving their money.
What changed
Michael Burry trimmed VEEV following a near-100% gain and targeted PYPL in the mid-$40s after takeover talks collapsed.
Who wins / who loses
Value and patient investors win by buying dips, while short-term momentum chasers in software may face consolidation.
Time horizon
Think in terms of the next few weeks.
Confidence & best fit
medium confidence · Long-term investor, Active trader
Safer theme exposure (ETFs)
Baskets that own the theme without betting on one company.
- $FINX — A basket of financial technology companies so you do not have to pick just one stock.
- $IGV — A basket of software companies that tracks the tech industry.
Single stocks (higher risk)
Primary = closest to the story · Peers = same industry · Second-order = knock-on effects · Avoid = looks related but may be a trap
Primary
- $PYPLWatch — track, don’t rush
PayPal is being watched by big investors to see if it gets cheap enough to buy after takeover rumors ended.
View $PYPL chart → · End-of-day delayed data
Peer
- $SQWatch — track, don’t rush
Block is another digital payments company that moves up and down with PayPal.
View $SQ chart → · End-of-day delayed data
Options (education only)
No strikes or expiries — a framework for how traders might express the view. Options can expire worthless.
Beginners should skip options on this news and simply watch the stock price for a better entry point.
See options-friendly brokers →Income / OppHub America angle
Not a trade tip — ways to use the insight outside the market.
- Monitor cloud software valuations for broader sector cooling.
What would break this thesis
- PayPal experiences a sudden unexpected buyout or a sharp rebound before reaching the mid-$40s.
What to do next on OppHub America
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Important
Not financial advice. OppHub America playbooks are educational market maps only — not recommendations to buy, sell, or hold any security. Markets move fast; information can be wrong or outdated. Trade and invest at your own risk. Do your own research or consult a licensed advisor.
Based on reporting from yahoo-tickers-tape-movers.
Informational and educational only — not investment, financial, or legal advice. Disclosure
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