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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley
Description: Daniel Mahncke and Shawn O’Malley dive into PayPal’s post-pandemic reset, tracing the fintech pioneer’s slide from market darling to value-story candidate. Once lifted by lockdown spending and eBay tailwinds, PayPal has seen its growth stall, its take-rate decline, and investors seem to have given up on it. In this episode, Shawn and Daniel unpack whether new CEO Alex Chriss’s “profitable growth” playbook, Fastlane one-click checkout, a margin-focused Braintree overhaul, and fresh bets on Ads and the PYUSD stablecoin, can restore momentum.
They also debate how realistic PayPal’s ambitious goals for the future are, what a su...