The speaker analyzes three stocks: PayPal, Target, and Adobe, focusing on their fundamental strengths and challenges. He begins by discussing PayPal (PYPL), emphasizing its transition beyond being just a checkout button to becoming a global payments system. He references the tailwinds of a shift toward digital payments, but suggests PayPal value lies between a low price of $84.28 and high $192 and a desired long term of $130. Target (TGT), despite some short term challenges, is building a unique position as a hybrid e-commerce/brick and mortar retailer, emphasizing a strategy of lean store operations, exclusive brands, digital ads and cost effective customer retention, which suggests he values Target with a long target of $160, from today's $88 share price. The third stock mentioned in the video is Adobe (ADBE), in which the speaker values with a target of more than $550