[Member Video · Fung's Study Group]What Constitutes Value? Is PayPal's P/E of 8x a Trap or an Opportunity? Jacky Fung's Full Investment Thesis at $41 — Laid Bare

, and Sinic

March 12, 2026 . 8:00 PM

1 min read

Welcome to this edition of Jacky Fung's Study Circle. In this instalment, Jacky walks through the reasoning and real-money conviction behind his recent purchase of PayPal (PYPL).

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Sinic

Sinic Analytica is a UK-based advisory firm that brings together expertise from the United Kingdom, Canada, the United States, Singapore, and Taiwan, specializing in political-economic analysis.