I believe PayPal is deeply undervalued, offering a 14-15% IRR based on discounted cash flow analysis and improving fundamentals. Norbert Lou's high-conviction investment in PYPL aligns with my value ...
Norbert Lou has bought Crocs and PayPal for his portfolio. PayPal is simplifying its business to try to grow users and monetization strategies. Crocs is a footwear brand trading at a dirt-cheap price.
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