Time Is On The Side Of Shopify Investors
While growth is slowing down, it’s slowing down less than we feared, and the company is still in hyper-growth phase. To boot, it enjoys an entrenched market position, powerful platform […]
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 […]
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 […]
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 […]
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 […]