PayPal Stock: Value Trap or Multibagger?

Daniel Mahncke and Shawn O’Malley dive into PayPal’s post-pandemic reset, tracing the fintech pioneer’s slide from market darling to value-story candidate.

What you’ll learn here:
00:00:00 - Intro
00:04:09 - How PayPal became the No.1 payment provider and what the PayPal Mafia is.
00:09:18 - Why investors fell out of love with PayPal’s stock.
00:13:34 - What the next chapter under the new CEO will look like.
00:29:26 - Which new businesses could make PayPal dramatically more profitable?
00:36:15 - How the new strategy shows up in the numbers.
00:52:54 - Why the management incentive structure is a big benefit for shareholders.
00:54:25 - Whether stablecoins are bearish or bullish for PayPal.
01:03:59 - Whether PayPal is attractively valued at its current levels.
01:12:54 - Whether Shawn & Daniel add PYPL to The Intrinsic Value Portfolio.

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#PayPal #Fintech #StockAnalysis #DigitalPayments #Investing