PayPal’s Great Leap Forward to reinvent commerce 👀🛍️; Klarna readies $1 billion NYSE debut 🥳🔔

FinTech is Eating the World, 6 March

Hey Everyone,

Good morning & happy Thursday! Today we’re going to look at PayPal which is now on a quest to reinvent commerce (deep dive into PayPal’s Investor Day 2025, uncovering key numbers & insights, and whether PYPL 0.00%↑ is worth your time and money in 2025 + lots of bonus deep dives inside), and Klarna that’s finally getting ready for the public markets (what it’s all about & why it matters + more bonus reads inside). So let’s jump straight into the good stuff 🌶️

PayPal’s Great Leap Forward to reinvent commerce 👀🛍️

Following the money 💸 I finally managed to sit down and analyze PayPal’s Investor Day 2025. 220-page+ presentation and hours-long investor call reveal a company at a pivotal inflection point, transitioning from a legacy payments processor to an ambitious commerce platform.

Let’s unpack the most interesting insights on PayPal’s financials, business model, competitive landscape, risks, and growth prospects so we can see whether PayPal PYPL 0.00%↑ is worth your time and money in 2025 and beyond.