Jul. 25 at 1:06 PM
$PYPL If I were an institutional shareholder with a meaningful stake in PayPal I would be thinking that, despite what the market says, the share price is worth in the region of
$120, and that with a takeover / control premium I'd want say
$150 per share. If I don't get that, what do I care? The company is generating oodles of cash, it's buying back its own stock hand over fist, it's got plenty of exciting new opportunities such as PayPal Ads, the PayPal stablecoin, Venmo, Agentic AI to name a few, and I can wait. I do hope the major shareholders in PayPal are thinking like this.