Insider Stocks · For members
An entry from my investing journal, for members.
PayPal continues to execute on its strategic shift under CEO Alex Chriss, who took over in September 2023. The company deliberately prioritizes profitable growth over raw volume expansion, particularly its branded checkout solutions, which carry significantly higher margins than unbranded offerings like Braintree. In my previous report on PayPal: A Strategic Shift (LINK), I wrote: […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
3 questions from members on this entry
Already a member? Log in to read the rest.