Talk about Paypal takeover offer here

mrmrmrj · 2026-07-15T13:05:53+00:00

=== SUMMARY === - The post discusses a rumored joint bid by Stripe and private equity firm Advent for PayPal (PYPL) at ~$56 pre-market, with no specific terms disclosed. - The author, an ex-M&A arbitrageur, argues the offer needs to rise to at least $65 (10-15% higher) to gain shareholder approval, and views this as the best chance for PYPL holders to see the stock in the $60s. - Quality assessment: speculative but informed by M&A experience; not deep fundamental DD, more a deal-arbitrage perspective based on market dynamics and shareholder sentiment. === SENTIMENT === MIXED === TRADE IDEAS === TICKER - DIRECTION | confidence: 0.55 | sentiment: +0.30 Speaker: u/mrmrmrj Thesis: 1. THE FACT: The author notes PYPL is trading at $56 pre-market on a rumored bid from Stripe/Advent, and believes the offer needs to rise to $65+ to secure shareholder approval, referencing similar M&A patterns. 2. THE BRIDGE: If the bid is confirmed and sweetened, PYPL could gap up toward $60-65, offering a short-term arbitrage/event-driven opportunity. 3. THE VERDICT: The author implicitly suggests buying PYPL at current levels if one expects a higher bid or deal completion, but does not explicitly recommend a trade. 4. RISKS: Deal could fall through, bid could remain at $56 (rejected by shareholders), or regulatory hurdles; also Michael Burry and shareholders view any offer below $90 as lowball. Timeframe: short-term Key Points: - Rumored bid at $56, author sees need for $65+ - Merger arbitrage opportunity if deal sweetened - Shareholder opposition may force higher offer - No explicit trade, but implied bullish on deal - High uncertainty; not for risk-averse investors === COMMENTS SUMMARY === The top comments express strong shareholder anger, calling the rumored bid a “joke” and demanding at least $90 per share. Another user argues even $70 is too low given Stripe’s strategic value, signaling that the board will face serious pushback if they accept anything below $70. This suggests the a

u/mrmrmrj · Reddit — r/ValueInvesting · July 15, 2026 at 13:05 · ⬆ 16 pts · 💬 68 comments | View on Reddit ↗

AI Summary

Summary

The post discusses a rumored joint bid by Stripe and private equity firm Advent for PayPal (PYPL) at ~$56 pre-market, with no specific terms disclosed.
The author, an ex-M&A arbitrageur, argues the offer needs to rise to at least $65 (10-15% higher) to gain shareholder approval, and views this as the best chance for PYPL holders to see the stock in the $60s.
Quality assessment: speculative but informed by M&A experience; not deep fundamental DD, more a deal-arbitrage perspective based on market dynamics and shareholder sentiment.

Score 16

Comments 68

Upvote % 81%

▶ Full Post Text

More from Reddit — r/ValueInvesting

THE 510 COMPANIES BUILDING AI — FROM THE MINE TO THE MODEL - The most comprehensive list I have seen

Jul 15, 10:26

Why do companies release earnings early?

Jul 15, 04:43

Stripe, Advent offer to buy PayPal for more than $53 billion, sources say

Jul 15, 04:43

THE 510 COMPANIES BUILDING AI — FROM THE MINE TO THE MODEL - The most comprehensive list I have seen

Jul 15, 01:17

IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)

Jul 14, 23:47