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Q: The reason for the rundown in the stock price is not clear - it is now down from around 64 to 32 today which is a major adjustment and the only reference in the company notes is the rejection of their platform by several border agents. Can you clarify the nature and consequences of the difficulties they seem to be experiencing please.
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Amazon.com Inc. (AMZN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Global-E Online Ltd. (GLBE)
Q: any thoughts on how removing the US de minimus rule ( imports under $800) could effect companies such as AMZN, GLBE, and Shopify?
Q: Just listened to their conference call. Growth seems intact, tilted towards the end of 2024. That is my take, but it's down a lot today, do you feel it is just due to muted Q1 forecast. Another thing of interest, they mentioned Shopify Merchant Pro about a dozen times, seems they are integrating Shopify platform which will be fueling growth.
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