Mar. 27 at 7:34 PM
$PYPL My assumption, Lores will write down the non profitable investments, I think they paid
$4B for honey, take the tax write down. Increase buyback above 100% of FCF while the value is discounted, reduce operational costs and SBC.
He's done it before.
At the same time further monetize venmo, increase ads, become the main agentic commerce platform.
Then finally and eventually.. make a bid Stripe , for 1/5th of their inflated self determined valuation
