The Dutch Investors

#78 | Is PayPal the Ultimate Value Play or Value Trap? w/ Type-F Capital


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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 and opportunities
  • Parts he likes and dislikes about the business
  • And much more.

Emir's socials:

  • Substack
  • YouTube
  • X (Twitter)

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  • Substack ⁠@The Dutch Investors⁠
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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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