PayPal: The Market Seems Blind; Here’s What I See


  • I believe PayPal has been punished for doing what other companies would be praised for.
  • The valuation is compelling and technicals suggest a bottom could be in.
  • I like the stock and have initiated a position.
  • This idea was discussed in more depth with members of my private investing community, The Pragmatic Investor. Learn More »

Thesis Summary

PayPal (NASDAQ:PYPL) has come down since reporting Q1 earnings, and I feel this is unjustified.

The market is punishing the company for lower margins, but what I see is a company trying to stay