PYPL - PayPal Holdings Inc.

Listed among the 10 stocks with potential for 15%+ annualized returns over the next 10 years based on Paul's assumptions.

Used as a cautionary example of a stock that collapsed 80% from its peak. The 150-day moving average sell rule would have triggered an exit much earlier, preserving capital.

Cited as a value trap example — down approximately 85% from its highs. Felix warns that not every cheap stock is a good stock, and PayPal looked like a brilliant business on paper but has been a disastrous investment. Used to illustrate the importance of filtering out value traps.

Host believes PayPal is one of the most undervalued stocks in the market. The stock is down over 80% from highs while business fundamentals have improved — revenue, cash flow, and profits are all up. Aggressive buybacks (15% of market cap annually), new CEO leadership, an emerging advertising business, and Michael Burry's investment all support the bull case. His stock analyzer shows the stock could triple from $45 to $95-$160 based on conservative assumptions.

Cited as an example of a well-known company that has dropped 85%, illustrating the danger of buy and hold

Burry allocated 3.5% of his portfolio to PayPal as a new position. The host personally owns PayPal and is bullish, noting the stock is down over 80% from all-time highs. He highlights real free cash flow ($5.5B), enormous user base, historically low valuations, and 21% share buyback over five years. All eight pillars check out. His stock analyzer shows low price of $60-$65, middle of $90-$100, well above current $46 price.

Cited as a cautionary example of buy-and-hold failure. Peaked at ~$310 in 2021, now trading at ~$46, down 85%. $10,000 investment now worth ~$1,500 while the broader market doubled. Used to illustrate how the story changes and retail investors fail to rotate out.

Stock is cheap (P/E of 10) with buybacks of 2% of shares annually, but moat is eroding, revenue is not growing, new CEO with unknown philosophy, innovation and competition problems. Speaker avoids it despite the cheap valuation.

PayPal announced Venmo spin-off under new CEO. Hosts say 'I wouldn't buy into the strength right there' and 'you got to get a lot more clarity'. Potential sale of Venmo could be worth tens of billions.

PayPal up 4-5% on Venmo spin-off news. Host says he 'wouldn't buy into the strength right there' and needs more clarity, but doesn't hate the Venmo spin-off idea.