In stocks on the Billionaire Cliff, there is huge upward potential
In stocks on the Billionaire Cliff, there is huge upward potential
We recently released a list Billionaire Cliff Asness'10 stock with huge upward potential. In this article, we will explore Paypal Holdings, Inc. (NASDAQ:PYPL) Fight against other billionaire Cliff Asness stocks with huge upside potential.
Cliff Asness, founder, president and chief investment officer of AQR Capital Management, is a famous figure in the financial world. Starting with a small number of investors' commitments in 1995, Asness was able to increase the assets of Goldman Sachs global Alpha fund to more than $100 million in just a few months. Cliff Asness's investment strategy focuses on value and momentum, providing AQR with excellent returns, separating him from hedge fund managers. As a proof that the fund has produced positive returns over the past three years, returning 43.5% in 2022 when it was its greatest year.
This momentum continues in the first quarter of 2025. AQR Capital Management outperformed the market by 9% as Wall Street increased volatility due to Donald Trump’s unpredictable tariff policies. The company's top strategy, a $3 billion multi-strategy fund that includes stocks, macros and arbitrage trading, rose 3.4% in March, adding to its strong quarterly performance. Meanwhile, AQR's Delphi Long-Short stock strategy returned 9.7%, while its trend range spiral strategy gained 3% over the same period.
Cliff Asness has repeatedly stated that he is not a admirer of Bitcoin. Hedge fund managers expressed pessimism about Bitcoin in a recent CNBC interview, claiming there is no realistic use case, although he has not ruled out the possibility of leading cryptocurrencies forming a bubble. Back in February, billionaires said that Bitcoin and the S&P 500 were basically “the same thing” while volatility was different. Asness also questioned the idea that Bitcoin must be viewed as a store of value simply because of its limited supply.
The billionaire seems to be more critical of the idea of cryptocurrency reserves, a stance that contrasts with President Donald Trump. The currency manager explained his thoughts on the president's executive order in an article written for the free media:
“I’ve managed 33 years of funding and have had some modest success. Despite some worthwhile competitors, it’s hard for me to remember an idea that would be worse than the US launching a “strategic cryptocurrency reserve.” Still, on Thursday, Donald Trump issued an executive order asking David Sacks (Trump’s Crypto Czar) to say the reserve would be “like a digital fortress”, perhaps forgetting that the United States has exceeded the gold standard since 1933. In any case, his words wouldn’t reduce my scorn-scoring dangerous boondoggle.
In this article, we reviewed AQR Capital Management’s Q4 2024 13F file to list stock options for billionaire Cliff Asness with the highest upside potential. We rank the company by its upward potential. These stocks are also popular among elite hedge funds.
Why are we interested in stocks that hedge funds to accumulate? The reason is simple: Our research shows that we can beat the market by mimicking the top stocks of the best hedge funds. Our strategy for quarterly newsletters selects 14 small and large stocks every quarter, returning 373.4% since May 2014, beating its benchmark by 218 percentage points (See more details here).
PayPal Holdings, Inc. (PYPL): There is huge upward potential in stocks on the Billionaire Cliff.
Consumers in cafes pay for goods using mobile payment apps.
Q4 shares of AQR Capital Management: USD 258.1 million
As of April 26: 30.43% upward potential
Number of hedge fund holders: 94
Headquartered in San Jose, California, Paypal Holdings, Inc. (NASDAQ:PYPL) operates a technology platform that provides digital payments to merchants and customers around the world. The company offers payment services including PayPal, Credit, Braintree, Venmo, Xoom and Zettle.
The company currently has 432 million active accounts in more than 200 countries. In 2024, Paypal's brand checkout division's transaction margin continued to increase quarterly, with U.S. growth particularly growing in the fourth quarter.
On April 16, Wells Fargo analyst Andrew Bauch lowered Paypal Holdings, Inc. (NASDAQ:PYPL) target targets while maintaining the same weight rating. Bauch's research identified many of the company's challenges, including total payment volume (TPV) relative to the market's expected quarter-brands, management guidance is considered aggressive, and ongoing competition issues.
Wedgewood Partners pointed out about Paypal Holdings, Inc in its Q1 2025. (NASDAQ:PYPL) Investor's letter:
“ Paypal Holdings, Inc. (NASDAQ:PYPL) was a leading critic of portfolio performance in the quarter. The company's brand checkout grew by +6%, while total payments grew by +7% in the company's latest quarter. PayPal also outlines several reinvestment plans on its platform that continue to accelerate its brand checkout volume to double-digits. Additionally, the company has authorized nearly $20 billion in stock buybacks, nearly one-third of its stock in the quarter. We continue to use Paypal as one of our largest active weightlifting in our portfolio. ”
Overall, PYPL Ranked fifth There is huge upside potential in our stock picks for Billionaire Cliff ASNESS. While we acknowledge the potential of PYPL as an investment, our belief is that certain AI stocks offer higher returns in a shorter time frame and greater hope in a shorter time frame. AI stocks have risen since the beginning of 2025, while popular AI stocks have lost about 25%. If you are looking for AI stocks that are more promising than PYPL but have less than 5 times its earnings, check out our report The cheapest AI stock.
Read the next article: Buy 20 Best AI Stocks Now and According to the billionaire, there are now 30 best stocks.
Disclosure: None. This article was originally published in Internal monkey.
