The Problem with PayPal

Whirly lollipop on orange background.

There's a big gap between the PayPal (PYPL) story/investor slide deck and market reality. As an investor we like it - hits all the right notes and management has all the right answers. But as a user we scratch our head and wonder where all the innovation is. (PayPal was very innovative in the early days. They were founded in 1998. That's eons in the software world.)

The CEO, Dan Schulman, said in his presentation on Sept 17th at the DB conference that they were . . .

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