PayPal shares have underperformed once more over recent weeks after Apple introduced exciting new features for its Apple Pay payment service. Let's see what this means for PayPal.
Great write up Daan. I certainly share your concerns about Paypal's Moat and ability to fend off competitors. My fund holds a large position in Paypal, at least it was a large position before 2022. It is becoming increasingly difficult to look out 5-10 years and know for certain the type of moat and quality of earnings PayPal will have.
Thank you! Indeed, visibility is quite poor on this one, mostly due to its questionable moat today. The only real positive here is that a lot of this uncertainty is priced in, making it a bargain, assuming management can turn the ship around.
Great write up Daan. I certainly share your concerns about Paypal's Moat and ability to fend off competitors. My fund holds a large position in Paypal, at least it was a large position before 2022. It is becoming increasingly difficult to look out 5-10 years and know for certain the type of moat and quality of earnings PayPal will have.
Thank you! Indeed, visibility is quite poor on this one, mostly due to its questionable moat today. The only real positive here is that a lot of this uncertainty is priced in, making it a bargain, assuming management can turn the ship around.
Thanks for the shoutout Daan, very kind of you.