The price of Paypal got riddiculous at this point

u/Choice_Potato_6279 · Reddit — r/ValueInvesting · June 11, 2026 at 10:06 · ⬆ 18 pts · 💬 42 comments  | View on Reddit ↗
AI Summary

Summary

  • Post argues PayPal (PYPL) is undervalued after price decline, comparing its situation to General Electric (GE) which later rebounded from "dead money" status.
  • Thesis: Payment processing market is growing, and despite competition, there is room for multiple winners, similar to cloud services.
  • Quality assessment: This is speculative opinion with limited data or analysis, not a well-researched deep dive (DD).
Score 18
Comments 42
Upvote % 75%
Ideas
u/Choice_Potato_6279 Reddit r/ValueInvesting
Author believes PayPal is heavily discounted, citing a historical parallel to GE's turnaround. Market pessimism over competition may be overdone; growing total addressable market supports re-rating. A contrarian long on a beaten-down, high-quality payment processor with secular tailwinds. Continued share loss to competitors (e.g., Stripe, Square), margin compression, or macro slowdown in e-commerce.
PYPL MED
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This Reddit post, published June 11, 2026, features u/Choice_Potato_6279 discussing PYPL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Choice_Potato_6279  · Tickers: PYPL