PYPL - Is this old memo from Howard Marks relevant?
u/wafflesicerink ·
Reddit — r/ValueInvesting
· February 16, 2026 at 06:46
· ⬆ 16 pts
· 💬 24 comments
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For all those PYPL bagholders (myself included), i stumbled across this memo by Howard Marks with regards to when to sell and thought it is much applicable / apt to paypal's stock price situation imo.
Selling Out | Jan 13, 2022
https://www.oaktreecapital.com/insights/memo/selling-out
I personally find the recent disastrous sell off quite understandable as a knee-jerk reaction, but to me it seems overdone. There's still much potential for the company to make a turnaround, and on balance the positive factors outweigh the negatives. Although how much the scales tip is debatable.
Not financial advice.