SHOP

"Look at a stock like Shopify 4 and a half% move down."

"And this is why great companies like a service now like a data dog like a Shopify for example, even an Axon, right? Why these great businesses have also seen a big decline despite the execution being there, despite the business doing what it should be doing. It's just trading at a high premium."

"Now, we'll start off with arguably still an expensive one, the one that's trading at the premium, which is Shopify. So Shopify is basically flat over the past 12 months."

"some news related to Shopify, Reddit, and Rubric."

"They're also expanding commerce loops including syncing merchant cataloges and embedding checkout natively via Shopify."

"We have Shopify here again going closer to $100. I said before Shopify if you go to the low 80s I might I might actually jump in."

"at Shopify here today up 8%"

"We talked about Reddit, Shopify, and Axon."

"So you've got the discovery thread, recommendations, and then booking payments and the last part here is support. So here as well, integrations with Shopify, Zenesk, Shopee, and it's going to be apparently usagebased monetization."

"Shopify, one of the best companies in the entire stock market. This stock has gone down nearly 29% this year."

"Palanteer 27 probably closer to 30. Same with Shopify."

"Shopify tremendous business. Gross profit margin here has come down a tiny bit 48%. Look at free cash flow margin 17.1%. If you look at operating margin 13.3% and then 10.8% net profit margin. I think Shopify is again one of those names where AI is going to make the business much much better."

"We'll start off here with Shopify. We can see the following with Shopify. I put here forward PE EV to sales and EV to Abida. Still across the board very high, right? Still across the board very high."

"So I did talk about Axon, Shopify, and Reddit last week."

"In my case, [619s] yes, it is looking at an Axon, a Reddit, [623s] and a Shopify."

"Look at [497s] Shop 34.5%. [499s] Year to date only."

"we've been talking about some [56s] other companies out there, likes of [58s] Shopify, Axon, Reddit, some other [62s] companies out there that I don't own."

"Then probably [1319s] it's a 50/50 here on Reddit and Shopify [1322s] with maybe Shopify being at 51 and 49% [1326s] for Reddit just because I like Shopify [1329s] the team more than Reddit."

"Lastly, and that's Shopify. [1073s] Now, I've covered Shopify not that long [1075s] ago, so I won't really spend that much [1077s] time here. So, Shopify is the biggest [1079s] company out of the three. It's a $137 [1082s] billion company. Over the past 5 years, [1084s] it's actually down 16.9%. But then [1086s] again, 5 years ago, pandemic period, [1089s] nothing made sense. Over the past 3 [1090s] years, still up 73.8%. [1093s] Over the last 12 months, down 3.5%. And [1096s] year to date, as w"

"So, stock number two is Shopify. Now, this one is interesting, okay? Because it is caught up in the SAS-pocalypse, you know, nonsense garbage. And, you know, everybody's thinking AI is going to replace it, which of course implies that, you know, Shopify can't pivot itself."

"If we look at a Shopify, Shopify $185 a billion dollars. So let's say you can buy 10 Shopifies."

"As for the other names on the watch list, Shopify, Lemonade, and Axon are probably the ones that are high up there."

"It's actually the same story [1531s] with a a Shopify for example."

"And so when I did the [1551s] DCF here with Shopify, still even with [1555s] the drawdown we are reaching here."

"Shopify [481s] as well, great companies down from their [483s] highs,"

"Even Shopify [322s] is up 3.4% might be because Josh [324s] Kushner, Thrive Capital, has bought, I [326s] think, $100 million worth of [329s] Shopify stock."

"But high quality companies like a Shopify now under $100. To me, Shopify if it drops even lower, I don't know if it's going to happen or not."

"Maybe I want to buy the following company, Shopify."

"I [112s] graded Shopify's income statement."

"Shopify Shopify's up 156%."