$PYPL Options Are Cheap

=== SUMMARY === - The post argues that PayPal (PYPL) is undervalued and that a successful turnaround could triple the share price to ~$120, driven by 50% EPS growth, aggressive buybacks, and multiple expansion. - The author believes current options are cheap, implying a favorable risk/reward for bullish plays. - Quality assessment: Speculation with some supporting data (buyback rate, cost cuts), but lacks rigorous fundamental analysis; more of a thesis than deep DD. === SENTIMENT === BULLISH === TRADE IDEAS === PYPL - LONG | confidence: 0.65 | sentiment: +0.75 Speaker: u/investorinvestor Thesis: 1. THE FACT: Management plans 12% annual share count reduction and drastic cost cuts; normalized EPS could grow 50%. 2. THE BRIDGE: If EPS grows and sentiment improves, PE could double from ~8x to 16x, creating a 3x price move; options now cheap. 3. THE VERDICT: Long PYPL (stock or cheap calls) to capture potential turnaround re-rating. 4. RISKS: Turnaround fails, revenue declines, competition (e.g., Block, Apple Pay), macro headwinds, or buyback not executed. Timeframe: long-term Key Points: - Bull thesis: EPS +50%, PE to 16x - Aggressive buybacks boost per-share value - Cost cuts could widen margins - Options cheap implies low implied volatility - High risk if turnaround stalls