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PayPal stock has dropped over 80% in the US stock market since mid-2021. Is PYPL stock worth buying because of this? Is PYPL a value stock or a value trap? Will PayPal stock outperform the stock market benchmark over the coming years? I analyze PayPal in this episode, to see some of the possibilities ahead for the company and stock. See below timestamps:
00:00 PYPL stock drop, and PayPal's new CEO Alex Chriss
01:28 The company and sector, strategic analysis - pros and cons
03:02 Some changing metrics over time - competitive pressures
04:36 Significant Free Cash Flow but facing competition
06:13 Does the stock price drop mean big upside to come?
07:30 Is PayPay stock a buy? Biggest opportunity since the META stock drop?
Related episodes:
Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY
Show your appreciation by buying JJ a coffee:
https://www.buymeacoffee.com/jjprojects
The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Using a referral link helps support the pod, thanks!
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
By John Johnston3
44 ratings
PayPal stock has dropped over 80% in the US stock market since mid-2021. Is PYPL stock worth buying because of this? Is PYPL a value stock or a value trap? Will PayPal stock outperform the stock market benchmark over the coming years? I analyze PayPal in this episode, to see some of the possibilities ahead for the company and stock. See below timestamps:
00:00 PYPL stock drop, and PayPal's new CEO Alex Chriss
01:28 The company and sector, strategic analysis - pros and cons
03:02 Some changing metrics over time - competitive pressures
04:36 Significant Free Cash Flow but facing competition
06:13 Does the stock price drop mean big upside to come?
07:30 Is PayPay stock a buy? Biggest opportunity since the META stock drop?
Related episodes:
Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY
Show your appreciation by buying JJ a coffee:
https://www.buymeacoffee.com/jjprojects
The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Using a referral link helps support the pod, thanks!
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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