Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (74646)	12/28/2023 8:00:28 AM
From: E_K_S	Read Replies (2) \| Respond to of 78777

Re: PYPL I have been building a position in PYPL since 8/2023 w/ 20 different Buys spaced out every month through December. I do like them as my 'Bank' play, good at doing seamless transactions, PE 17x and will eventually get into the Bitcoin sector. For me, it's about the value proposition when you compare to Block Inc(SQ) (still burning cash). PYPL has a new management team & CEO so hopefully the new group will make the necessary changes to enter into new payment sectors, get growth going again and maybe even take share away from SQ. Market cap for SQ & PYPL total $118 Billion w/ their combined market cap still less than 50% of the big banks, BAC & JPM and close to that of WFC. MA w/ a $397 Billion market cap & V w/ a $475 Billion market cap shows that the combined market cap for PYPL & SQ represent only 25% of those leaders. My guess is there is room for BOTH PYPL & SQ to grow their transaction business another 100% if not more.