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Strategies & Market Trends : Value Investing

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To: bruwin who wrote (78549)	11/19/2025 7:39:09 AM
From: E_K_S	Read Replies (3) of 78751

Re: PYPL Why do they need so much debt w/ such good FCF? I can understand high CapX as they invest in software & platforms development/upgrades. I love companies that can finance Capx just from their FCF. Then the surprise is their deal w/ KKR to buy all their Foreign Buy Now Pay Later receivables, which shows little risk management by PYPL. Other Buy Now Pay Later start ups have a much more aggressive management system for these loans where they can cut off and/or reduce exposure daily to customers that may be exceeding their credit limits. FWIW, I sold all my PYPL that I bought in early 2024 and even at the current PE have avoided this one for now.

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