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5i Recent Questions
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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.
Q: I am intrigued by the potential for comparison between these two companies and wonder if GLBE is on a similar track - for obvious reasons. Probably not, but can you compare please as MELI has obviously done very well for itself. Thanks. Look forward to your reply and analysis.
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