Is PAPY dead?

zaza10
2023-03-23

  1. Hype doesn’t matter.

  2. Earnings matter.

PayPal’s operations have produced like $6B past year. They spent around $0.75B on capex same period. That’s what a compounding machine looks like. The business produces much more cash than it needs ($0.75 in…$6 out).$PayPal(PYPL)$

I think it’s an incredibly efficient business. Easy buy at the right price.

**Stock based comp is pretty horrendous - costs them around $1-$2B/year right now.

Don’t sell because you think it’s dead. It’s generating tons of cash and the market can only miss that for so long.

Hold for a few years and give your brain a rest. If you can’t do that, do yourself a favor and move to ETFs.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Leave a comment
56
1