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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (78554)	11/19/2025 10:50:23 AM
From: Sean Collett	1 Recommendation Read Replies (1) of 78748

RE: PYPL I am sure when buying great DD is done! Private credit right now seems to be full of it. The issue here is Paypal is able to move any credit losses to someone else who's buying the BNPL loans. If credit tightens and they can't originate and sell then the risk stays on their balance sheet. So a model that looks good today may not be good tomorrow. -Sean

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