This chapter examines Shopify's impressive financial growth, including a 250% rise in free cash flow and significant increases in gross merchandise volume. It also addresses potential concerns regarding the declining attach rate and the need to balance transaction volume with payment processing to ensure long-term success.
Wall Street may be missing something about Toast.
(00:21) Ricky Mulvey and Tim Beyers discuss:
- Toast’s quarter, and move into convenience stores.
- Shopify’s impressive profitability.
- What could put a damper on the e-commerce platform’s growth story.
Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.
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And here's the show's home on Spotify
Companies discussed: TOST, SHOP, LRCX
Host: Ricky Mulvey
Guests: Tim Beyers, Mary Long, Asit Sharma
Engineers: Dan Boyd
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