PayPal's turnaround already underway
The bull case argued for PayPal: the new CEO's cost-cutting and focus on high-potential areas like Venmo and Buy Now, Pay Later are already paying off, with stabilizing branded checkout and strong cash flow supporting a turnaround.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The Callback
Stripe-Advent bid to take PayPal private
60 weeks between these two statements.
The case made for PayPal is that it is a unique, cash-generative asset trading at a deep discount due to a persistently poor narrative, despite operational progress and share buybacks.
The bull case argued for PayPal: the new CEO's cost-cutting and focus on high-potential areas like Venmo and Buy Now, Pay Later are already paying off, with stabilizing branded checkout and strong cash flow supporting a turnaround.