LongPYPLAug 2026
PayPal Holdings, Inc.
The original PayPal thesis was that the market was pricing a durable and highly cash-generative payments franchise as though it faced permanent structural decline. The manager…
PYPL
1 published idea on PayPal Holdings, Inc. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on PayPal Holdings, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
The original PayPal thesis was that the market was pricing a durable and highly cash-generative payments franchise as though it faced permanent structural decline. The manager…