I view PayPal as a compelling turnaround candidate
"PayPal was among Michael Burry's recent software purchases and fits my broader view that beaten-up payments/software names merit a look as part of a potential software recovery, even if it's not on my personal 12-stock long-term list."
"PayPal's share repurchases won't lift the stock if the company's story continues to deteriorate, so I take a negative view absent narrative improvement."