Source Post

It Might Be Time To Sell and Move On

The creator discusses PayPal's recent earnings report, highlighting concerns about management's communication and execution. Despite the company appearing undervalued on paper and showing some positive metrics like TPV growth, the repeated messaging and lack of tangible progress lead the creator to express a lack of trust and a potential sell sentiment. The analysis includes a discounted cash flow model with adjusted bearish assumptions, suggesting the stock price may already reflect the worst-case scenario but is held back by investor skepticism.