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2021-06-09

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Shopify: The Next Leg up for My Biggest Mistake

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But the joke’s on me. Years afterI told readers to avoid Shopify stock, it finally fell. Unfortunately, that was from an all-time high of $1,463 a share, reached in February. The low was hit in mid-May, at $1,100. Now SHOP stock’s exploding upward again, closing June 8 at $1,230.74. That’s a market cap of over $152 billion on expected 2021 revenue of $3.5 billion.\n<img src=\"https://static.tigerbbs.com/ebb2d68c0928529dbc54a08080f763a1\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Paul McKinnon / Shutterstock.com\nWhy are people once again paying over 40 times revenue for Shopify stock? Credit goes toAlphabet(NASDAQ:GOOGL), the artists best known as Google, who announced&nbsp;an alliance with Shopifywhen it was near the lows.\nGoogle now says it wants to“democratize” e-commerce.That is, Google wants to get it out of the hands ofAmazon&nbsp;(NASDAQ:AMZN) andWalmart(NYSE:WMT). It’s doing this by giving Shopify’s 1.17 million merchants easier access to Google’s own shopping site, along with properties likeMapsandYouTube.\nThis means my neighbor atThe Bitter Southerner, an online magazine, gets more visibility fora web storeselling books, posters and t-shirts. It means, in theory, I can start doing e-commerce from mySubstacknewsletter, once I have anything to sell.\nSmall merchants have been drivingenormous growth. In its first quarter report, Shopify announced revenue was up110% over last year. Adjusted net income was $254 million, $2.01 per share, 10 times higher than last year. The release came out on April 28, while Shopify stock was heading down.\nEven if Shopify’s merchants can’t knock off the big boys, they can still share more of a market that will be worth$4.89 trillionthis year. Google’s head of Commerce and Payments, Bill Ready, formerly withPaypal(NASDAQ:PYPL), killed a fee Google was charging merchants for listings. He quickly saw listings jump 80%. Shopify is also deepening its relationship with Google Cloud.\nWhat SHOP Stock Says to Chartists\nTo chartists, the Google deal means SHOP stock is ready toresume its advance, mounting an assault onthat all-time high.\nShopify remains under the control of its founders. This is thanks toa dual-share voting structuregiving their shares the company’s voting rights. This kept Walmart from making a move on it during the COVID pandemic. It kept Google from taking advantage ofmental health issuesrecently acknowledged by president Harley Finkelstein. It meant chairman Tobias Lutke, known asTobi the Tornado, can keep harassing employees and consultants with impunity.\nGrowth will depend on the Shopify Fulfillment Network (SFN). This competes with Amazon,Squarespace(NYSE:SQSP),Square(NYSE:SQ) and companies like privately heldBig Commerce. They even&nbsp;compete for Shopify merchants, handling back-office operations and getting merchandise to customers. Shopify launched SFNin 2019and has since been addingnew features.Some say this has made ita serious competitorto Amazon and players likeeBay(NASDAQ:EBAY).\nThe Bottom Line\nShopify’s quarter justified the past faith of Shopify stock buyers. SFN and the alliance with Google should keep growth going. An alliance withSweet, a platform forselling NFTs, may sweeten things further.\nBut Shopify now faces big competition on every front. It faces big company problems, scaling to meet demand amid that competition. It faces its own stratospheric valuation.\nShopify is also going throughmanagement turnover. This is partly because it has created many mini-moguls, partly due to the aforementioned Tobi the Tornado’s rough handling.\nThese are growing pains. None are, by themselves, a reason to sell Shopify. But it seems many did just that early this year, taking money off the table, turning it into cash in the pocket. This was wise.\nI’ve been so wrong for so long on Shopify I hesitate to make any recommendation. If you ignored my advice and hung in, you doubtless think I’m stupid. I’ll take the “L”. Just remember that this company is playing in a higher league than before and be ready for it.\nOn the date of publication, Dana Blankenhorn held LONG positions in&nbsp;AMZN.&nbsp;The opinions expressed in this article are those of the writer, subject to theInvestorPlace.comPublishing Guidelines.","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shopify: The Next Leg up for My Biggest Mistake</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShopify: The Next Leg up for My Biggest Mistake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 17:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/shopify-the-next-leg-up-for-my-biggest-mistake/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nThe platform's alliance with Google may offer the growth catalyst SHOP stock needs.\n\nI was finally right aboutShopify(NYSE:SHOP). But the joke’s on me. Years afterI told readers to avoid Shopify stock...\n\n<a href=\"https://investorplace.com/2021/06/shopify-the-next-leg-up-for-my-biggest-mistake/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://investorplace.com/2021/06/shopify-the-next-leg-up-for-my-biggest-mistake/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156668213","content_text":"The platform's alliance with Google may offer the growth catalyst SHOP stock needs.\n\nI was finally right aboutShopify(NYSE:SHOP). But the joke’s on me. Years afterI told readers to avoid Shopify stock, it finally fell. Unfortunately, that was from an all-time high of $1,463 a share, reached in February. The low was hit in mid-May, at $1,100. Now SHOP stock’s exploding upward again, closing June 8 at $1,230.74. That’s a market cap of over $152 billion on expected 2021 revenue of $3.5 billion.\nSource: Paul McKinnon / Shutterstock.com\nWhy are people once again paying over 40 times revenue for Shopify stock? Credit goes toAlphabet(NASDAQ:GOOGL), the artists best known as Google, who announced an alliance with Shopifywhen it was near the lows.\nGoogle now says it wants to“democratize” e-commerce.That is, Google wants to get it out of the hands ofAmazon (NASDAQ:AMZN) andWalmart(NYSE:WMT). It’s doing this by giving Shopify’s 1.17 million merchants easier access to Google’s own shopping site, along with properties likeMapsandYouTube.\nThis means my neighbor atThe Bitter Southerner, an online magazine, gets more visibility fora web storeselling books, posters and t-shirts. It means, in theory, I can start doing e-commerce from mySubstacknewsletter, once I have anything to sell.\nSmall merchants have been drivingenormous growth. In its first quarter report, Shopify announced revenue was up110% over last year. Adjusted net income was $254 million, $2.01 per share, 10 times higher than last year. The release came out on April 28, while Shopify stock was heading down.\nEven if Shopify’s merchants can’t knock off the big boys, they can still share more of a market that will be worth$4.89 trillionthis year. Google’s head of Commerce and Payments, Bill Ready, formerly withPaypal(NASDAQ:PYPL), killed a fee Google was charging merchants for listings. He quickly saw listings jump 80%. Shopify is also deepening its relationship with Google Cloud.\nWhat SHOP Stock Says to Chartists\nTo chartists, the Google deal means SHOP stock is ready toresume its advance, mounting an assault onthat all-time high.\nShopify remains under the control of its founders. This is thanks toa dual-share voting structuregiving their shares the company’s voting rights. This kept Walmart from making a move on it during the COVID pandemic. It kept Google from taking advantage ofmental health issuesrecently acknowledged by president Harley Finkelstein. It meant chairman Tobias Lutke, known asTobi the Tornado, can keep harassing employees and consultants with impunity.\nGrowth will depend on the Shopify Fulfillment Network (SFN). This competes with Amazon,Squarespace(NYSE:SQSP),Square(NYSE:SQ) and companies like privately heldBig Commerce. They even compete for Shopify merchants, handling back-office operations and getting merchandise to customers. Shopify launched SFNin 2019and has since been addingnew features.Some say this has made ita serious competitorto Amazon and players likeeBay(NASDAQ:EBAY).\nThe Bottom Line\nShopify’s quarter justified the past faith of Shopify stock buyers. SFN and the alliance with Google should keep growth going. An alliance withSweet, a platform forselling NFTs, may sweeten things further.\nBut Shopify now faces big competition on every front. It faces big company problems, scaling to meet demand amid that competition. It faces its own stratospheric valuation.\nShopify is also going throughmanagement turnover. This is partly because it has created many mini-moguls, partly due to the aforementioned Tobi the Tornado’s rough handling.\nThese are growing pains. None are, by themselves, a reason to sell Shopify. But it seems many did just that early this year, taking money off the table, turning it into cash in the pocket. This was wise.\nI’ve been so wrong for so long on Shopify I hesitate to make any recommendation. If you ignored my advice and hung in, you doubtless think I’m stupid. I’ll take the “L”. Just remember that this company is playing in a higher league than before and be ready for it.\nOn the date of publication, Dana Blankenhorn held LONG positions in AMZN. The opinions expressed in this article are those of the writer, subject to theInvestorPlace.comPublishing Guidelines.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/189084715"}