PYP

PYPL

6 tracked calls · 3 long · 3 short · last 90d: 3L/3S

first called by TBPN 1mo ago

IN TRACKED PORTFOLIOS

PYPPYPLLONG1w ago

“Stripe put in a bid for PayPal... And now they're looking into PayPal. And this is a stable coin story. So I put this together and basically highlighted that PayPal is in my 40name crypto thematic ind”

Jordi Visser

Stripe dropping 1.1 billion on Bridge proves stablecoin infrastructure is booming, positioning PayPal as the ultimate asset in the growing crypto ecosystem.

PYPPYPLLONG@ $57.46

$56.06-2.44%

since call Jul 19

peak +5.1%

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PYPPYPLLONG1w ago

“The other thing is this is probably not the final clearing price. I think the price is probably another 10 to 15% higher from here. And and I will say that there is a certain individual that must look”

All-In Podcast

A looming bidding war for PayPal will force buyers to cough up a 10 to 15 percent premium over the initial $60.50 offer.

PYPPYPLLONG@ $57.61

$56.06-2.68%

since call Jul 18

peak +5.1%

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PYPPYPLLONG2w ago

“If you could make PayPal even run half as well as Stripe, that's probably worth double what it's currently worth.”

TBPN

Stripe just bid $53 billion to acquire PayPal and gut its bloated workforce, unlocking massive operational value that doubles the stock price.

PYPPYPLLONG@ $54.34

$56.06+3.16%

since call Jul 15

peak +7.0%

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PYPPYPLSHORT2w ago

“PayPal is a, quote, sprawling legacy fintech with 25,000 employees. That's a huge company. Decades of technical debt. Neither Stripe nor Apple would want to absorb that.”

TBPN

PayPal's bloated 25,000 employee headcount and decades of tech debt repel potential buyers like Stripe who refuse to execute ruthless corporate turnarounds.

PYPPYPLSHORT@ $54.34

$56.06-3.16%

since call Jul 15

peak +0.6%

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PYPPYPLSHORT1mo ago

“The payment space remains a place to avoid... PayPal was down 6%. Just about every payment stock was down for the second quarter.”

The Real Eisman Playbook

Short PayPal: the entire payment space remains a place to avoid as the sector continues to struggle and investors rotate away from these business models.

PYPPYPLSHORT@ $45.11

$56.06-24.27%

since call Jun 26

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PYPPYPLSHORT1mo ago

“Ramp is now worth more than PayPal. PayPal has $32 billion of revenue, but PayPal certainly has, I would say, probably negative momentum, whereas Ramp has incredible momentum.”

TBPN

PayPal carries $32B revenue but negative momentum while a faster rival eclipses its valuation; trajectory points down.

PYPPYPLSHORT@ $43.86

$56.06-27.82%

since call Jun 4

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