Subject: OT: PayPal
Not closely related to Berkshire Hathaway shareholders, however it does fall under value investing. I just wrote the first post about PayPal. It is one of those lovely situations of a stock trading sidewise with the market participating increasingly frustrated, whilst the underlying business continues to do much better than the narrative, the latter more influenced by the quote than what is actually happening within the business. My post also discusses the ways in which they can unlock more value, which isn't needed for the stock to do well over the next 5 years, but is interesting to ponder:

https://www.shrewdm.com/MB?pid...

- Manlobbi