Shopify: $SHOP can still drop


Use the podcast player below to listen to our discussion on Shopify and its Q1’22 result, which accompanies the detailed write-up below: (Date of report: 12 May 2022) Like Intuit, Etsy and other platforms aimed at creators and entrepreneurs, Shopify is a platform that hopes to be the shovel in the gold rush. The challenge is that sometimes, there are just too many shovels. With a share price that has spectacularly collapsed, Shopify is on the shopping list for some growth investors. Should it be, though? We decided to take a closer look at the company that powers a partner ecosystem [...]