Shopify Stock Analysis: Buying Opportunity After

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The Most Important Thing

risk is largely a matter of opinion

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Al

Alex

·5 years ago
shared a link post in group #The Most Important Thing
Prediction: Shopify stock will have a just okay year due to impossibly difficult comps. This will be seen as an incredible buying opp a few years from now. The link here is the best article I’ve seen so far discussing the partnership I spent the last year plus working on, which just launched yesterday. Talking my own book, but I think the JD model of China import and export collaboration could be replicated by other major e-commerce platforms outside of the US (eg Rakuten in Japan). Shopify’s network effects have an incredible gravitational pull at this point, that will keep lengthening the distance between them and their competitors for years
Shopify and China’s JD.com team up to capture cross-border sellers – TechCrunch
techcrunch.com

Shopify and China’s JD.com team up to capture cross-border sellers – TechCrunch

Image Credits: composite by TechCrunch Two of the world’s largest e-commerce players are joining joined hands. Major Chinese online retailer JD.com has formed a strategic partnership with Ottawa-base

 
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Chris Nheu

DCA and forget. If you’re long it shoul...
Good healthy reminder!

 
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Alex

The sourcing thing is a massive unlock. ...
Hope we can prove you right 👍

 
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D J

I’ve been buying more Shopify each week. It’s $600 now! - Over the last five years, the company has averaged revenue growth of 70.1%. - The company is down 56.38% year to date and is trading at a significant discount to its previous highs. - Analyst projections give the company a target price that would imply a 449.3% return at the high end. (No, that is not a typo.)

 
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Chris Nheu

I’ve been buying more Shopify each week....
Nice.

 
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D J

Nice.
Let’s track analysis of Shopify in a new thread rather than dilute the recognition of @Alex ‘s impressive work here mostimportant.select.id/post/wbpo
The Most Important Thing

mostimportant.select.id

The Most Important Thing

Shopify has taken a significant hit with the stock down 50% in the last 12 months. Moiz Ali, an investor, shared ideas on what Shopify could do to turn things around, including better analytics for m

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