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How PayPal Went from Wall Street Darling to Unwilling Takeover Target

How PayPal Went from Wall Street Darling to Unwilling Takeover Target

Author: MyWallSt July 23, 2026 Duration: 39:19
Stock Club
BusinessInvesting

At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.


Stock Club Episode 321

PayPal was once worth $360 billion. This week Stripe and private equity firm Advent International put in a joint bid of $53 billion to take it private, a 90% drop from its all time high. We break down how PayPal built the original railroad of the internet, why it sat still while the world moved around it, and what Stripe's move tells us about where the payments industry is heading next.

Plus: a Chinese AI model is now claiming to outperform the American giants and what the US government is likely to do about it.

SpaceX's lockup period and what investors should do right now.

Prophet rebalanced last Friday selling four stocks including Howmet Aerospace (NYSE:HWM) for a 130% gain, and adding four new ones including Moog Inc (NYSE:MOG.A).


Investicon is coming to Dublin on August 27th, the greatest concentration of legendary investors anywhere in the world. Email brian@mywallst.com for tickets and discount codes.

Stocks & Companies Mentioned

PayPal (NASDAQ:PYPL)

Stripe: Private

Advent International : Private equity

Block (NYSE:SQ)

SpaceX (Nasdaq: SPCX)

Howmet Aerospace (NYSE:HWM)

Moog Inc (NYSE:MOG.A)

Emcor Group (NYSE:EME)

Powell Industries (NASDAQ:POWL)

Invedere: Private

Global Payments (NYSE:GPN)

Worldpay: Private

Nuvei (NASDAQ:NVEI)

Payoneer (NASDAQ:PAYO)

Mastercard (NYSE:MA)

Revolut: Private

Affirm (NASDAQ:AFRM)

Palantir (NASDAQ:PLTR)

Tesla (NASDAQ:TSLA)

LinkedIn — private (Microsoft owned)

AI Models Referenced:

OpenAI

Anthropic

Kimi (Moonshot AI)

Links Mentioned:

Investicon Dublin (Aug 27): email brian@mywallst.com or visit investorcon.ie

Get Prophet deal: email Frank@mywallst.com


Each week on Stock Club, the team from MyWallSt gathers to break down the movements and ideas shaping the market. This isn't about hype or frantic trading tips; it's a grounded conversation focused on understanding how investing actually works. You'll hear them analyze specific stock news and discuss the strategies behind building lasting wealth, all with the aim of making you a more thoughtful and confident investor. The discussion in this podcast naturally evolves from the week's most significant events, offering clarity on complex financial stories without relying on jargon. Tuning in feels like being part of a straightforward, informed discussion where the priority is long-term perspective over short-term noise. For anyone looking to deepen their grasp of the business and investing landscape, Stock Club provides a consistent, reliable space to learn. It’s the regular check-in that helps demystify the market's shifts, emphasizing education and insight as the true foundations for success. You can find Stock Club wherever you listen to podcasts.
Author: Language: English Episodes: 50

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