The Dutch Investors

#78 | Is PayPal the Ultimate Value Play or Value Trap? w/ Type-F Capital

The Dutch Investors

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:

Support the show

You can also find us on:

Become a TDI-member!

  1. A new company deep-dive every 14 days!
  2. Available as podcast and written report
  3. Exclusive TDI-member community
  4. 24/7 live access to our personal portfolio's
  5. Updates on all our buys & sells
  6. Exclusive monthly newsletter
  7. Exclusive industry reports & articles
  8. Early access to interviews
  9. All future updates and features!

We are proud partners of Fiscal. Save 15% on any Fiscal.ai plan!

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.