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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (78551)11/27/2025 7:42:11 AM
From: Spekulatius1 Recommendation

Recommended By
nicewatch

   of 78753
 
Re PYPL - cash exceeds debt in PYPL balance sheet.

The fact that they sell all their BNPL debt to KKR shows very good risk management. As long as this agreement in place, there is virtually no credit risk for PYPL. They have an agreed upon process for KKR to make these loans and KKR carries the risk in return for interest rate charges from these loans. I suspect KKR loads them off to their credit vehicles.
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