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PayPal, Payments & Perspective

  • Jan 21
  • 1 min read

Updated: Jan 29

Cake Box deep dive with Bepop Value and The Dutch Investors

Name: Emir Mulahalilovic

Country of residence: Japan

Record date: Jan. 14th, 2026


PayPal has fallen over 80% from its all-time highs, and the market is pricing it like a business in a permanent state of decline. We wanted to find out if the market has it right or if this is one of the most misunderstood opportunities in finance today. So we sat down with Emir from Type-F Capital, a data-driven equity research analyst who has been following the company's transformation from the inside out.


Emir brings a unique, independent perspective on why the death of PayPal has been greatly exaggerated. Emir covers topics like:

  • Is PayPal ever turning around?

  • The KPIs he tracks

  • The risks and opportunities

  • Parts he likes and dislikes about the business

And much more.


Enjoy.


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