Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How eBay Became a Surprise Value Stock in 2026
eBay has gone from forgotten marketplace to a top-performing large-cap value stock in 2026. This episode unpacks the turnaround: how eBay refocused on collectibles, slashed costs, and returned billions to shareholders. Lucas and Luna dive into eBay's unique position in the AI-driven commerce landscape, its disciplined capital allocation, and why a stock that seemed left for dead is now beating Amazon and Etsy. Plus, a breakdown of eBay's financial numbers—including its 40% free cash flow margin—and what it means for value investors looking for overlooked compounders.
#eBay…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.