SPECIAL: PayPal’s Next Chapter (Recording of Twitter Space on April 21, 2022)

1

Introduction

00:00 • 3min

2

Share Price Declines Create Opportunities for Investors to Step In

02:31 • 3min

3

Pay Pals Tot Pi Perform S

05:51 • 2min

4

Pay Pale Is Still Very Unique, Extremely Hard to Replicate Assets

07:57 • 5min

5

Papal or Any Other Company?

12:51 • 2min

6

- Is It a Turn Around?

14:22 • 2min

7

I'm Not Going to Toss Any Garnes, but I'll Try to Speak Freely Here.

16:34 • 2min

8

Is It Time to Drop Non Gap?

18:25 • 3min

9

Paypells

21:25 • 4min

10

Pay Pow Hub a Bubuttok

25:23 • 4min

11

How to Improve Disclosures in the Board Room?

29:14 • 2min

12

How to Drive More Accountability in Oversight

30:47 • 2min

13

The Biggest Super User in the Space

32:18 • 2min

14

Is Papel Trying to Grow Internally Without Relying on External Mana Much More Than It Has Over the Past Six to Seven Years?

33:55 • 2min

15

Amazon Prime

35:44 • 2min

16

The Next Chapter Is an Appealing Title

38:05 • 4min

17

Innovation Is So Important, I'd Like to See More of It

41:54 • 2min

18

Is There a Better Bord?

43:30 • 2min

19

Is There a Fair Level of Accountability Going On?

45:04 • 2min

20

Free Cash Flow Cager - Is That Right?

46:35 • 2min

21

Free Cash Flow Cager - What's a Big Deal?

48:21 • 2min

22

How Do You Measure Your Management Team?

49:57 • 1min

23

You Should Vote Against Meof the Charcom Committee

51:19 • 2min

24

Are You Trying to Refresh This Board?

53:03 • 2min

25

Is There a Lever to Unlock Value?

55:01 • 2min

26

Is There a Disparate Level of Payments Expertise on This Board?

56:43 • 1min

27

I'm, You Know, I'll Show the Outcome.

58:12 • 2min

28

The Risk Reward

01:00:03 • 3min

29

Is D Risking Component for Shareholders?

01:03:14 • 2min

30

Remittance Space

01:04:46 • 2min

31

The Board Room Settlements and Anactivism - Is That a Good Idea?

01:06:27 • 2min

32

Is There a Standstill Agreement?

01:08:07 • 3min