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PayPal’s New CEO and Boating M&A – The Special Situations Report Episode 53

  • February 9, 2026

Episode 53 of our weekly Special Situations Report Podcast is out and can be found on Spotify, YouTube and Apple Podcasts.

The Special Situations Report Podcast

In this episode Tamanna and I cover two key stories including:

  • A new deal for a boat manufacturer (MPX) and a potential deal for a boat retailer (HZO).
  • We also cover the sudden departure of CEO Alex Chriss from PayPal (PYPL) and the appointment of Enrique Lores as the new CEO, who comes over from HP.

We also briefly touch upon stock buybacks at Western Digital (WDC), Spectrum Brands (SPB) and Gartner (IT).

Disclaimer: This podcast is for general informational and educational purposes only. The content does not constitute financial, investment, legal, or tax advice. We do not warrant the completeness or accuracy of the content or data provided in this podcast. Nothing discussed in this podcast should be interpreted as a recommendation to buy, sell, or hold any investment or security. Investing involves substantial risks, including the potential loss of principal. You should conduct your own research and due diligence before making any investment decisions.