Posts on SHOP

Latest ideas and analyses related to Shopify Inc. Class A Subordinate Voting Shares

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BKNG , ETSY , EBAY , W , SHOP , AMZN , CHWY , UBER , LYFT , SPOT , WMG , MTCH , BMBL

+35 pts



Need greater visibility to recession risk for online travel and e-commerce stocks to work

By cassie on May 9, 2022, 10:07 a.m.
Tagged topics: investor sentiments

Views: 163, Votes: 3, Responses: 0, Attachments: 1
SHOP

+43 pts



$SHOP - Mixed 1Q; look for estimate reset and growth/margin trough

By ethonomics on May 6, 2022, 4:52 p.m.
Tagged topics: earnings results

Views: 54, Votes: 6, Responses: 0, Attachments: 1
SHOP , LSPD

+38 pts



$SHOP ecommerce normalizing; prefer $LSPD

By josiebe on May 5, 2022, 12:54 p.m.
Tagged topics: pair trade

Views: 143, Votes: 6, Responses: 0, Attachments: 1
ZI , DOCN , HUBS , DH , SHOP , AVLR , BIGC , FRSH , MAPS , PCOR , SPT , UPLD , USER

+35 pts



Software earnings preview

By underdog on May 2, 2022, 10:36 a.m.
Tagged topics: earnings preview

Views: 30, Votes: 2, Responses: 0, Attachments: 1
SHOP

+36 pts



$SHOP - fading tailwinds for ecommerce limits near-term upside; checks support a constructive view on Deliverr

By josiebe on April 29, 2022, 3:16 p.m.
Tagged topics: earnings preview

Views: 315, Votes: 4, Responses: 0, Attachments: 1
SHOP

+37 pts



$SHOP - benefits outweigh risks in keeping Shopify founder-controlled

By bbern3 on April 25, 2022, 2:20 p.m.
Tagged topics: controlling shareholder , Tobi Lutke

Views: 131, Votes: 3, Responses: 0, Attachments: 1
SHOP

+40 pts



$SHOP - Compounding Headwinds Could Impact GMV Sensitive Model

By labjordan on April 19, 2022, 12:17 p.m.
Tagged topics: analyst lowers estimates , analyst lowers target

Views: 39, Votes: 4, Responses: 1, Attachments: 1
SHOP

+36 pts



$SHOP - thoughts on governance change and 10-for-1 stock split

By bbern3 on April 12, 2022, 11:15 a.m.
Tagged topics: stock split , governance

Views: 41, Votes: 3, Responses: 0, Attachments: 3
SHOP

+35 pts



Shopify - Current Negative Environment Presents Good Buying Opportunity (By Niki Schranz on Seeking Alpha)

By beat_the_street on April 10, 2022, 7 a.m.
Tagged topics: buying opportunity

Views: 42, Votes: 4, Responses: 0, Attachments: 0
SHOP

+33 pts



$SHOP - Takeaways from Expert Call with SFN Customer

By mooreideas on March 28, 2022, 12:15 p.m.
Tagged topics: analyst checks

Views: 14, Votes: 1, Responses: 0, Attachments: 1
SHOP

+39 pts



SHOP – Key technical levels to indicate the downtrend is changing

By cassie on March 17, 2022, 2:59 p.m.
Tagged topics: technical analysis

Views: 47, Votes: 8, Responses: 0, Attachments: 1
SHOP

+44 pts



$SHOP - Highlights from 3PL Expert Call

By cassie on March 17, 2022, 2:58 p.m.
Tagged topics: expert analysis

Views: 60, Votes: 9, Responses: 0, Attachments: 1
SHOP

+74 pts



$SHOP - Winners take the shot

By realjoe on Feb. 17, 2022, 1:43 p.m.
Tagged topics: earnings results

Views: 61, Votes: 4, Responses: 1, Attachments: 1
SHOP

+39 pts



$SHOP - Long Term Opportunity Intact, Just Requires More Time and Investment

By cassie on Feb. 17, 2022, 12:07 p.m.
Tagged topics: earnings results

Views: 40, Votes: 4, Responses: 0, Attachments: 1
SHOP

+53 pts



$SHOP - secular tailwinds for ecommerce remains, but at a more measured macro environment

By phenphen on Feb. 16, 2022, 12:04 p.m.
Tagged topics: earnings results

Views: 203, Votes: 11, Responses: 1, Attachments: 1
SHOP

+36 pts



$SHOP - Q4 likely to see inline GMV and soft MRR, again

By josiebe on Feb. 7, 2022, 3 p.m.
Tagged topics: earnings preview

Views: 42, Votes: 4, Responses: 0, Attachments: 1
NKE , ELF , EL , RVLV , FB , GOOGL , PINS , SNAP , SHOP , BRZE , BIGC , LSPD , SPT , SQ , PYPL

+47 pts



The Future of Social Commerce, Chasing a $2 Trillion Dollar Tiger (deep dive)

By labjordan on Jan. 31, 2022, 11:22 a.m.
Tagged topics: deep dive , Social commerce

Views: 80, Votes: 5, Responses: 1, Attachments: 1
SHOP

+43 pts



$SHOP - checks suggest material change in Shopify Fulfillment Network strategy

By josiebe on Jan. 20, 2022, 12:23 p.m.
Tagged topics: analyst checks

Views: 228, Votes: 7, Responses: 0, Attachments: 1
AMZN , EBAY , ETSY , MELI , POSH , SE , SHOP , JMIA , REAL , W , WISH

+40 pts



Q4 ecommerce earnings preview

By puckerman17 on Jan. 12, 2022, 12:20 p.m.
Tagged topics: eCommerce , earnings preview

Views: 62, Votes: 5, Responses: 0, Attachments: 1
AVLR , BIGC , COUP , HUBS , XM , PWSC , SHOP , KLTR , PYCR

+45 pts



Among emerging software that solve the next decade of hard problems, $AVLR $BIGC $COUP $HUBS and $XM appear well positioned

By ethonomics on Dec. 13, 2021, 1:04 p.m.
Tagged topics: deep dive , next decade

Views: 254, Votes: 8, Responses: 0, Attachments: 2