A thorough analysis highlighting how PayPal’s shift from pioneering fintech innovator to a more conservative operator illustrates the long-term impact of strategic and cultural decisions
I was one of them! Big reason I’m now skeptical of companies like Adobe that are in deep value territory. Important to show top line growth and a competitive moat alongside the cheap multiple
Great stuff!
Thank you! I appreciate the kind words
Np! Tremendously insightful for me
A thorough analysis highlighting how PayPal’s shift from pioneering fintech innovator to a more conservative operator illustrates the long-term impact of strategic and cultural decisions
I appreciate that, thank you for taking the time to read and comment!
Title says it all.
Had to delete this one from watchlist!
A lot of people liked the prospect of buying at a huge discount but it turns out it was still priced too high!
I was one of them! Big reason I’m now skeptical of companies like Adobe that are in deep value territory. Important to show top line growth and a competitive moat alongside the cheap multiple
Sometimes companies are cheap because they should be cheap haha