Free 5 min read
PYPL — deposits are stickier than feared
Credit normalisation is being mistaken for credit deterioration — there's a gap.
PYPLLast 30 days
Loading…
Stock
PYPL
Notes mentioning PYPL
3Free 7 min read
PYPL — deposits are stickier than feared (Part 2)
Deposit betas are behaving better than the bear case modeled.
PYPLLast 30 days
Loading…
Paid 5 min read
Reading PYPL into the next print
Subscribers get the full thesis, the levels, and my positioning on PYPL. Subscribe to read on.
PYPLLast 30 days
Loading…