Linked trade ideas span 5 sources.
Bullish: Shopify has created an unprecedented ecosystem with Meta that has enabled more business creation than any government policy in history, demonstrating the platform's massive value creation potential. Bearish: Shopify is expected to face significant challenges due to its exposure to small e-commerce businesses,...
“I think the Meta Shopify loop has created more businesses than any government policy in history.”
Cheeky Pint — Tobi Lütke is still captivated by internet commerce, 20 years later
Invest Like the Best with Patrick O'Shaughnessy
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All-In with Chamath, Jason, Sacks & Friedberg
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Cheeky Pint
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Forward Guidance
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