PayPal Stock 2024 Full thesis🚨
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 Published On Aug 14, 2023

Paypal is not Blockbuster, it's NETFLIX.
--Paypal is authorized to buy back 10% to 19% of the entire company over the next 12+ months and can do it at current 2017 valuations and has the cash for it.
--At it's $310 peak there was 80% institutional and insider ownership, currently 69%. If Paypal can lock up at least 11%+ or more of the float they will have an even better share structure than the euphoric peak.
Paypal $PYPL is currently at the maximum financial opportunity phase of the chart.
Deep Dive Bullish Analysis.
--Paypal sentiment looks like Netflix in the year 2011 -2012.
--In 2011 Netflix had a massive drop -80% over the 13 month period but that only put it back 2.5 years.
---Currently Paypal is at 2017 valuations yet they have 250 million more customers, 100 million less shares, They are bringing in +$14.5 Billion dollars more revenue, $3.5 Billion more FCF, on $27.5B Rev per year, and estimated to bring in upwards of $40 Billion into 2026.
---Paypal is seeing that everything will be digital and instant soon, this is great for Paypal as they thrive on digital payments but the stablecoin and blockchain side is going to be a big part of society worldwide in the future.

Paypals new stablecoin is just another low risk way they can grow FCF which is "high margin" as per paypals SVP of blockchain and digital currencies, while providing their already 431 million customers the option to invest.

More catalysts & Delusional sentiment:
-- Paypal will be getting a new CEO soon which is a major catalyst. All it needs is the new CEO to take helm (Could be Paypal Co founder Max Levchin or Zachary Kirkhorn TSLA CFO or other great candidates). What type of investors will a new CEO bring?

--A hedge fund founder went on air last week and said that Paypal is facing big competition from VENMO, well paypal owns Venmo. This is one of many instances even the highest paid investors have got it wrong about Paypals business model and future. Paypal is Netflix not Blockbuster.

Share structure & Buybacks:
--Paypal is authorized to buy back 10% to 19% of the entire company over the next 12+ months and can do it at current 2017 valuations and has the cash for it.

--At it's $310 peak there was 80% institutional and insider ownership, currently 69%. If Paypal can lock up at least 11%+ or more of the float they will have an even better share structure than the euphoric peak.

--Paypal had 668 more institutions invested in it in 2021 that all sold. If even a fraction of these return for value or the 1869 funds holding it now average down along with Paypal locking up most of the float it could push to new highs long term.

--Paypals strongest earnings are coming, summer and winter along with a huge FCF deferment from the $1.8 billion BNPL sell that will show up soon.

If you like my daily coverage on Paypal please like and share and follow.
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