PayPal: This Selloff Is A Gift

Core Viewpoint - PayPal's valuation has dropped below a P/E of 20, attracting interest from investors [1] Group 1: Company Performance - PayPal's share price has decreased amid the current tariff selloff [1] Group 2: Investment Strategy - The focus is on identifying great businesses at reasonable prices for long-term holding [1] - There is a slight bias toward technology companies, but a broad perspective is maintained, including opportunities in crypto [1] - A global approach to investing is emphasized, with value sought beyond the U.S. market [1]