The Dutch Investors
Welcome to The Dutch Investors podcast, where we make investing practical, fun and approachable. Our goal is simple: to educate and inform you about the fascinating world of investing. Each episode, we explore unique companies, industries, and concepts to give you a clear path in your investing journey.
Join us for timeless insights, stories, and a dose of Dutch wisdom to become a more confident and educated investor.
The Dutch Investors
#78 | Is PayPal the Ultimate Value Play or Value Trap? w/ Type-F Capital
PayPal has fallen over 80% from its all-time highs, and the market is pricing it like a business in a permanent state of decline. We wanted to find out if the market has it right or if this is one of the most misunderstood opportunities in finance today. So we sat down with Emir from Type-F Capital, a data-driven equity research analyst who has been following the company's transformation from the inside out.
Emir brings a unique, independent perspective on why the death of PayPal has been greatly exaggerated. Emir covers topics like:
- Is PayPal ever turning around?
- The KPIs he tracks
- The risks and opportunities
- Parts he likes and dislikes about the business
- And much more.
Emir's socials:
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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.