
#78 | Is PayPal the Ultimate Value Play or Value Trap? w/ Type-F Capital
PayPal has fallen over 80% from its all-time highs, and the market is pricing it like a business in a permanent state of decline. We wanted to find out if the market has it right or if this is one of the most misunderstood opportunities in finance today. So we sat down with Emir from Type-F Capital, a data-driven equity research analyst who has been following the company's transformation from the inside out.
Emir brings a unique, independent perspective on why the death of PayPal has been greatly exaggerated. Emir covers topics like:
Is PayPal ever turning around?
The KPIs he tracks
The risks…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.