Evaluating Shopify's Competitive Edge and Future Growth Prospects

This chapter explores Shopify's strengths over Amazon by focusing on its support for small businesses and control over distribution channels. It also examines the long-term investment outlook for Shopify, considering evolving consumer behaviors and the increasing role of platforms like TikTok in shaping search habits.

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IN THIS EPISODE, YOU’LL LEARN:

01:53 - How and when to apply metrics like P/E, P/GM and P/S depending on a company's stage in its lifecycle
12:17 - Brian’s most important attribute when valuing a company
15:22 - The difference between real moats and fake moats
27:51 - When to emphasize valuation and when not to
37:12 - Brian’s assessments of Alphabet, FIGS & AXON
And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Related Episode: Why does the stock market go up? w/ Brian Feroldi - TIP437.
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