Paul Golding spotlights PayPal (PYPL) after missing earnings and announcing a surprise new CEO. The stock has crashed more than 19% as of show time. Paul cites management comments in the earnings release and weakness in its U.S. business. “This is a multi-faceted dynamic at play here,” he explains, looking at volumes, take rate, and other factors. He discusses ways to stabilize the business and what he’s looking for in the future.

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