Best Ideas portfolio holding eBay (EBAY) reported excellent first-quarter results, and shares are surging today. We’ve profiled the company many a time before, and it has been in the Best Ideas portfolio for a couple years now, doubling the cost basis. Approaching $60 per share, this story is far from over, and we’re expecting continued value realization following the eBay-PayPal split. The hot hand continues. eBay’s landing page >>
