2 Comments
Sep 8Liked by Schwar Capital

Superb analysis of PYPL. Although on valuation, I got more info from elsewhere, but the rest of the report is thorough and simply fantastic! Really liked it.

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Any thoughts on PayPal’s stablecoin (PYUSD) and how that might impact valuation / forward prospects? I think the cumulate market cap of PYUSD is around $900M and it is being used in merchant payments.

More below:

https://www.paypal.com/us/digital-wallet/manage-money/crypto/pyusd

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