Are EBay and PayPal Better Off Apart?

The transcript discusses the separation of eBay and PayPal, highlighting potential synergies and financial benefits. John Donahoe's strategic decisions and interactions with Carl Icahn are explored. The competitive landscape, especially in mobile, is examined, along with the financial implications for both companies. New management roles and future prospects for eBay and PayPal are also covered.

What implications does the separation have for PayPal's valuation?

How did the competitive landscape influence the decision to separate the two companies?

What are the expectations for the new management teams of eBay and PayPal?