$PayPal (PYPL.US)$$Netflix (NFLX.US)$ I would compare PayPal...

$PayPal(PYPL.US)$ $Netflix(NFLX.US)$ I would compare PayPal’s current situation to what Netflix was experiencing about a year ago. Market leader, but becoming very competitive in their respective fields.

They are operating very well, but not growing as much as some competitors, (which is expected, given their size) so naturally people see this and find it less attractive than faster growing peers… for now. At some point these younger ones will either…

1)mature and slow

Or

2) never turn a profit and either get bought or go under.

NFLX nutted up and brought great content to bring in more subs, Pypl is a solid investment as is, that can be great if they can nut up and make a big splash somewhere. (I actually liked the Pins idea) but even if they don’t I see competition being less appealing as they slow, and only see sq as a real competitor.