Q: Which company/companies would make a good takeover by Shopify? In other words, if you had to name a few potential takeover targets for Shopify $2B, who would you list?
Q: Can you tell me what you think of this company and would you buy it (say half position) before it reports next week? Also what are the expectations for when it reports? Thank you. Great service.
Q: Could you please comment on Baozun, specifically how its merits compare to Shopify?