In our last week’s update, we sold our position in $SHOP to fund some of the other names. In this newsletter let’s dive into the details on why we like the company, and why it is very expensive even with great growth potentials. In summary: We think Shopify’s merchant solutions will outgrow its subscription solutions by 3x in next 5 years.
Shopify - an expensive operating system
Shopify - an expensive operating system
Shopify - an expensive operating system
In our last week’s update, we sold our position in $SHOP to fund some of the other names. In this newsletter let’s dive into the details on why we like the company, and why it is very expensive even with great growth potentials. In summary: We think Shopify’s merchant solutions will outgrow its subscription solutions by 3x in next 5 years.