The creator is undecided on PayPal (PYPL) but sees potential value due to Venmo's growth and an attractive PE ratio, while acknowledging concerns about stagnated account growth and shrinking margins.
Source Post
A Stock a Day Until I Can Quit My Job: Day 104
Nov 10, 2025
This reel analyzes PayPal (PYPL), discussing its history, its role in the 'PayPal Mafia', its struggles with mobile payments compared to competitors like Stripe, Apple Pay, and Google Pay, and its current financial standing. The creator notes that while PayPal has a large active user base and expertise in global transactions, its active account growth has stagnated and margins have been shrinking. Despite these challenges, the creator sees potential value due to Venmo's growth and an attractive PE ratio, but remains undecided on a definitive buy/sell stance, considering potential call options based on macroeconomic factors.
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