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Review of Shopify Inc.
MAY 09, 2024 - Shopify (SHOP) is a leading global commerce company that provides essential internet infrastructure for commerce, offering tools to start, scale, market, and run a business. SHOP’s business model embodies scalability and alignment with customers (merchants). The business has continually added to its solution offering and now essentially offers a solution for every business – no matter the size. SHOP continues to be one of our favourite growth names and we are maintaining our rating of an A-.
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- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: The listed companies have used their tech to expand beyond their original business channels to a point that they are woven into the fabric of society. At some point early on they were good businesses with high potential that have risen to levels I could not have contemplated. Looking beyond AI, can you think of three companies out there in any sector that are working on things that have the potential to become central to our way of life in the way that these giants have? These can be well known companies that you think are on the cusp of big things or smaller companies with ideas that are a long shot.
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Q: No one knows what Trump will finally do with tariffs. Assuming he goes ahead with some, what impact might it have on SHOP? Can you provide assessments on differing levels of tariffs?
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: What 3 stocks that you follow do you think are poised for rocket ship like maintained growth in the next 2 years?
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