Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

E_K_S

To: E_K_S who wrote (78561)	11/19/2025 12:35:12 PM
From: Sean Collett	1 Recommendation of 78748

RE: PYPL It's a sale from my reading and once the sale is done after some cut-off period then KKR (ALPS PARTNERS S.À R.L.) is responsible unless the loans were deemed to be fraudulent (unlikely). Paypal transfers all right, title, interest (ALPS PARTNERS S.À R.L.). Now Paypal still manages the customer relationship and services the loan and they then get paid a fee for doing so, but my understanding is KKR then takes any potential loss on their books. In my view it makes PYPL BNPL program look better because they can take cash and offload the risk. If the arrangement changes then it changes the risk profile for PYPL and in turn investors. -Sean

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next