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Andrew Smith's avatar

I've generated income by selling PYPL puts for a hot minute. I also hold a little of the stock, and I am okay with owning a little more. Pretty easy game to play for the time being.

Angsana Anderson's avatar

Thanks Aaron for highlighting PayPal Holdings, Inc. (PYPL US)

I also thought PYPL looks interesting.

At 7.8x NTM P/E, PYPL is priced like a terminally declining business.

However, investors seem to be underestimating its growth potential in buy now, pay later (BNPL), Venmo and advertising.

I discuss the details here: https://www.angsanaanderson.com/p/paypal-78x-pe-with-a-takeover-catalyst?r=5rl2u5

The Multibagger Playbook's avatar

PYPL FCF yield north of 9% with IV near the bottom decile is the setup.