PayPal Holdings, Inc.
PYPL
pitch
long
Mario
Thesis
PayPal's core checkout business is expected to maintain a strong competitive position due to its consumer trust and effective purchase protection services. Despite recent stock declines, the company continues to grow payment volumes and revenue, with a price target of $110 by FY28, representing a 112% upside and an IRR of approximately 15%.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The core elements of the thesis regarding PayPal's competitive position and growth in payment volumes remain relevant, but without concrete evidence of stock performance or key milestones being met, the outcome remains uncertain.
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