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PYPLBULLSQBULLVBEARMABEARMIXEDCore thesis · 5/5

Stripe, Block, and Advent target PayPal

A reported joint effort between Stripe, Block, and Advent to acquire PayPal was framed as an opportunity to construct a vertically integrated competitor to Visa and Mastercard.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE