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Charlie Zvibleman 31. sij
PYPL metrics continue to be solid. Offline to online transition could 10x their business. Margins should trend from 23% to 30%. Just waiting on some innovation...
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Charlie Zvibleman
I am confused why they aren’t taking advantage of their lower transaction costs (ach) to make acquisitions. Couldn’t Pypl double sq/stripe/etc margins ? Shift to PayPal as funding source (100bps vs 200)
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