Community Contributor
Member since 2026
Views
7.1k Total number of views
Fair Values Set
89 Total number of fair values set
Comments
1 Total number of comments
Followers
14 Total number of followers

No bio added yet

No link added
PYPL logo
PYPL·PayPal: PayPal Doesn't Need to Grow – It Needs to Stop Falling – A Mispriced Cash Machine With a Cannibal Buyback
An investment case is not about loving the product. Its about price vs reality. I dont need PayPal to be the most innovative app, I need it to stop shrinking while the market prices it like its dying. And the numbers say the network is not dying: P2P volume +10%, Venmo +14% (sixth double digit quarter in a row), total payment volume +8% last quarter. Your accounts may be quiet - the network as a whole is not. And since today I dont have to argue this alone anymore: Stripe, Advent and Block just offered $53 billion for this "not innovating" company. They know the payments industry better than both of us together. Maybe they see the same thing: not the best product, but a cash machine at the wrong price.
4
|
0