Ep. 120: Jason Thomson: Fundamental Analysis Trumps The Chart For Big Moves
Investing With IBD
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DocuSign: A Stock That Still Has Room to Go
The total addressable market for Shopify is fairly large. Any potential customer that wants to move their business online or even expand it online is a potential customer for Shopify. I think DocuSign is a little bit easier to get in terms of Shopify because I'm with you, Justin. Most companies in my portfolio, you know, haven't went from like 40 to 1500 and the time like that. That actually scares me away. But what we see this empirically is that sometimes there's a first movers advantage over second adopters.
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