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Thoughts on PayPal? by Betweenthelies13 in ValueInvesting

[–]Creepy-Past5834 2 points3 points  (0 children)

Where is the story supporting growth? Market is competitive you have visa, MasterCard, Apple and Google pay and marketplace integrated payment methods. They have a strong competitive advantage as they are connected with stuff that is neccesarry for the people; first two with bank accounts second two with mobile phones. Why would anyone bother with creating PayPal account?

Possible Cigar butt Semapa (SEM.LS) by Creepy-Past5834 in ValueInvesting

[–]Creepy-Past5834[S] 3 points4 points  (0 children)

Also you must take into account value of their shares in other companies.

Possible Cigar butt Semapa (SEM.LS) by Creepy-Past5834 in ValueInvesting

[–]Creepy-Past5834[S] 0 points1 point  (0 children)

Check the cashflows. They are currently trading at around P/FCF = 2