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Entries Tagged as 'SHOP'

Shopify Shares Go Parabolic, This Cannot Continue

May 14th, 2017 · Comments Off on Shopify Shares Go Parabolic, This Cannot Continue

Shopify is a fast growing company, but its share price is growing much faster. There was already almost an order of magnitude between the two growth rates the last four months. But rather than a slow-down, the share price is actually accelerating, going parabolic. We simply argue that something will have to give sooner rather […]

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Tags: SHOP

What To Look For In Shopify’s Earnings

May 3rd, 2017 · Comments Off on What To Look For In Shopify’s Earnings

The shares of Shopify, already tremendously valued, rallied another 50% in the past three months. We fear this sets us up for an earnings disappointment. We provide some pointers in what to look for. What To Look For In Shopify’s Earnings

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Tags: SHOP

Workday Versus Shopify, 2 Cloud Platform Companies Compared

April 1st, 2017 · Comments Off on Workday Versus Shopify, 2 Cloud Platform Companies Compared

Cloud platforms open the possibility for significant economies of scale, scope and network effects. When these forces are strong, a virtuous cycle can ensue in which the company’s position becomes difficult to dislodge. We are comparing two such companies for their potential on these dimensions. Workday Versus Shopify, 2 Cloud Platform Companies Compared

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Tags: SHOP · WDAY

Shopify Going From Strength To Strength

March 30th, 2017 · Comments Off on Shopify Going From Strength To Strength

Shopify has grown at near triple-digit rate the past years. This year, growth will slow down, but not by much. The company’s focus is on the long-term build-out of its platform; solving problems for its merchants gives it an edge. However, shares are steeply valued already. Shopify Going From Strength To Strength

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Tags: SHOP