elliotturner
During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Valuing Paypal Holdings Inc (NASDAQ:PYPL). Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Valuing Paypal HoldingsTobias: Right. I want to change gears a little bit because we’re going to run out of time, but I really wanted to talk to you about PayPal as well, because it’s one of the stocks that– I said yesterday, it’s optically expensive. It’s trading at less than a point of free cash flow. I just wanted to– you had a very thoug...
ValueWalk
During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed valuing Twitter. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Valuing Twitter StockTobias: Can you break down how you think about the valuation of Twitter for us? What the drivers that we should be looking at as we think about that, too? Elliot: Yeah. One other point that I want to make on the structure of Twitter and coming out of this big mess before, like going to exact monetization, because I think it’s important for one of...
ValueWalk
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