The Intrinsic Value Podcast - The Investor’s Podcast Network

TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley

9 snips
Jul 27, 2025
Dive into PayPal's transformation as it shifts from a post-pandemic slump to a potential revival under new leadership. The hosts explore innovative strategies, including one-click checkout and leaner operations, aiming to regain investor confidence. They tackle PayPal's competitive landscape against giants like Apple Pay, and dissect how new management incentives could benefit shareholders. Plus, there’s a debate on the speculative nature of stablecoins and their impact on PayPal's future growth. Will these moves make PayPal a smart investment again?
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INSIGHT

PayPal's Powerful Flywheel Effect

  • PayPal's power comes from a strong global flywheel of merchants and users reinforcing each other.
  • It's dominant payment method in many countries, especially Germany where 93% of online stores offer it.
ANECDOTE

Origins of the PayPal Mafia

  • The "PayPal mafia" founders went on to create many Silicon Valley giants like Tesla and LinkedIn.
  • Their success showcases PayPal's roots as a breeding ground for influential entrepreneurs.
INSIGHT

Post-Pandemic Growth Challenges

  • Post-pandemic, PayPal’s growth stalled as pandemic tailwinds disappeared.
  • Adding many features like crypto and messaging confused users and failed to increase engagement.
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