Following the Money: Two Investment Stories Worth Your Attention

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Bald Investor
October 06, 2025

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We've got two fascinating analyses for you this week that couldn't be more different. First up, we're looking at a mysterious hedge fund manager who just bet big on PayPal—a stock that's down 78% from its peak. Is he onto something, or is this a disaster in the making?

Then, we dig into something that raised our eyebrows: Congress members are beating professional fund managers. So we had to ask—what exactly are they buying? Both stories might give you some interesting ideas for your own portfolio. Let's dive in.

PayPal Down 78% - Smart Money or Falling Knife?

So here's an interesting one. Norbert Lou, a hedge fund manager who usually flies under the radar, just made PayPal over 15% of his portfolio. And the stock? Down 78% from its peak.

Now, I know what you're thinking—is this guy crazy, or does he see something the rest of us are missing? That's exactly what we dig into in this analysis. We go through PayPal's financials, look at what's actually happening with the business, and try to figure out if this makes any sense.

The situation is a bit weird. Company insiders have been selling, which is never a great sign. But at the same time, five super investors bought shares last quarter. The company's still generating solid cash flow and they're buying back shares like crazy—we're talking a $15 billion buyback program here.

So what's the real story? Is PayPal actually undervalued, or is this just another tech stock that's seen better days? Check out the video where we walk through the numbers, look at different growth scenarios, and try to answer whether this could be a solid long-term play or just a very expensive mistake waiting to happen.

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What's Congress Buying? The Stocks Lawmakers Are Betting On Right Now

Alright, this is kind of wild. Last year, only 35% of professional fund managers managed to beat the S&P 500. You know who did better? Members of Congress—42.5% of them outperformed the market.

So naturally, we had to ask: what are they buying? And more importantly, should we even care?

In this video, we go through the recent transactions from some of the top-performing lawmakers. We look at the top 10 stocks Congress has been accumulating, and we try to figure out what's actually going on here. Is it just luck? Do they have better financial advisors than the rest of us? Or is there something else at play?

The STOCK Act was supposed to bring transparency to all of this, and it does—we can see exactly what they're trading. But the question remains: does following their moves actually make sense as an investment strategy, or is this just an interesting curiosity?

Watch the video where we break down the numbers, look at the actual stocks they're buying, and discuss whether there's anything we can learn from the most successful political traders in America. It's an interesting look at where the smart money—or at least the well-connected money—is going.

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