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TIP476: How to Value Companies like Alphabet, AXON and FIGS w/ Brian Feroldi
We Study Billionaires - The Investor’s Podcast Network
Shopify Is a Diversified Way to Play the Broad Base Growth
The thesis for Shopify all along has been growth in e-commerce generally. A lot of small businesses are going to prefer to own their own distribution through a company like Shopify as opposed to renting it on places like Amazon. I expect the next year or so to probably be pretty rough for Shopify, but I don't invest over short term periods of time.
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