PayPal: Don't Be Too Short-Sighted (NASDAQ:PYPL)
The article mentions PayPal (NASDAQ:PYPL) stock. The author's suggestion is to buy PayPal stock as they believe it is a high-quality business capable of consistent growth. The author highlights that while PayPal's growth has slowed down, its earnings per share (EPS) is growing at double digits, total payment volume (TPV) growth is accelerating, unbranded processing is gaining traction, operating margins are expanding, and the company is aggressively buying back shares. The author also discusses the main takeaways from PayPal's Q2 results, including revenue growth, TPV growth, declining take rates, and declining active accounts. The author analyzes PayPal's profitability, financial health, and valuation. The author concludes that PayPal is trading at a large margin of safety and has the potential for significant upside.