PYPL

PayPal's consistently solid quarterly results and low P/E create value despite slow revenue and user growth.

PayPal is one of the hated, beaten-down value stocks Michael Burry has reportedly been buying as he avoids euphoric names.

PayPal's payment volume and free cash flow are growing, while buybacks, Venmo growth, and $13.5 billion in cash and investments support a turnaround.

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PayPal's $6 billion-plus free cash flow and low valuation could attract a bidding process, but the thesis remains speculative because a failed deal could send shares back toward $40.