JuliusGoldsmith
2022-02-15

Not investing advice but personally my fair value on this stock is probably somewhere in the mid to high 160s just below where it was before the fall from grace at earnings. All the insiders sold off around 250s months ago and we see some insiders starting to scoop up shares again now, suggesting that fair value to the insiders is likely somewhere between current price and the 250s.

Imo this stock probably took a beating off the 1099 tax news, but people forget this company is running a near platform that's taking it in on twitch streaming donations and lots of recurring monthly transactions run through PayPal accounts. Their processing fees for companies using their merchant services are similar in the structure and flexibility of options to square(block) but they have the platform to do payments through desktop much easier where square is more beneficial for #$%$ or key in the card info type of transactions.

Personally I think PYPL is at the value where I feel like if this company were traded any lower in market cap someone would just offer to buy it and try to scale their platform and services better than PayPal currently is right now. I mean besides square and pypl what processors really are gonna scale hard? Fiserv? GPN? Come on man.

I feel like pypl needs to make more B2B connections with say an intuit or something to help itself grow faster. Payments industry is real competitive though.

$PayPal(PYPL)$

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Comments

  • Wei_118
    2022-02-16
    Wei_118

    support at 100 - 110

  • HJlee
    2022-02-16
    HJlee
    😄
  • IvanBoon
    2022-02-16
    IvanBoon
    [Facepalm]
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