Weekend Digest #246: (PayPal, Taro M&A Bid, May IMF Buys)
What I'm buying this month, an aggressive portfolio company gets a takeover offer, and plenty more quick hits.
Summary
PayPal stock has plummeted since 2021. Is it cheap? Yes. It is remarkable? No, not really. I prefer Global Payments within the legacy payments sector.
Aggressive portfolio holding Taro caught a takeover bid Friday. My view on that offer and a comment on net-net investing more generally.
My IMF Portfolio purchases for May.
Quick Hits: Debt ceiling de…
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