- PayPal came out with good Q1 figures and very good news about its P2P service Venmo.
- It looks increasingly likely they have one of the major payments platforms for the digital age and worries about the fintech revolution might be overblown.
- While we have little doubt the future contains significant leverage in the business model, this is less apparent at present than management wants you to believe.
- We would buy the shares if the gap fills in the graph.
PayPal – Mind The Gap
May 8th, 2017 · No Comments