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Angela Wu
From Artisan Partners, pitches Shopify.
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9 snips
May 12, 2025
• 41min
The Value Perspective at the New York Quality Growth Conference
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Angela Wu from Artisan Partners highlights Shopify's pivotal role as a B2B e-commerce platform, addressing challenges entrepreneurs face like inventory management and returns. She discusses the growth potential enhanced by AI innovations, which could reshape online retail strategies. The conversation also dives into global investment opportunities, emphasizing the importance of diversifying portfolios beyond the U.S. market to capitalize on luxury brands and emerging market banks, fostering a deeper understanding of value versus quality investing.
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