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Sheel Mohnot

Mentioned in 1 analyzed podcast episode across 1 show

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TBPN

TBPN · Jul 15, 2026

Stripe x PayPal, Codex Micro, Saagar Enjeti Joins | George Kailas, Mukund Jha, Russ Tedrake, Glenn Youngkin

Posted February 2026 analysis calling PayPal one of the great distressed value opportunities in fintech.

Stripe acquisition offer for PayPal at $53 billionPayPal distressed valuation and strategic options analysisOpenAI AI companion speaker hardware device
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