The YouTuber is buying PayPal as a turnaround story, noting its focus on higher-margin products like branded checkout and buy now, pay later, and aggressive cost-cutting measures. He highlights the company's low P/E ratio of 9 compared to the S&P 500, suggesting significant upside if it re-rates closer to market multiples, even without rapid growth.
“What stands out to me the biggest is actually the PE ratio of just nine. This is actually less than half of the S&P 500. So, if PayPal were to just reach where the S&P 500 is at, this would be a $100 stock.” — ▶ Clip ansehen