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Episode 7: Shopify ($SHOP) Till You Drop
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In Episode 7 (recorded June 28, 2024), the Stock Jocks give their bull/bear treatment to e-commerce specialist Shopify ($SHOP). Bull George (a proud owner of $SHOP) shameless “talks his book” and tries to convince us the put some $SHOP shares in the basket (or we get the hose again!). Conversely, Bear Bruce makes the case Shopify is basically GoDaddy plus shitty pass-through payment revenue and therefore should be comped to other similarly shitty companies. Listen in to learn why Gordon thinks Shopify should be hosting bat orgies!
Highlights:
(2:17) The Jocks´ ¨hot take” (this episode was recorded the day after the debate) on the Presidential debate and what it means for stocks (if anything) and how it may have impacted lotion consumption in David Sack´s house(s).
(6:56) Newsbreak! $NVDA shift in sentiment and $400B pullback
(10:36) George cops to his losses in SolarEDGE ($SEDG) (and begrudgingly, to his “edging” hobby) and the Stock Jocks half-assedly discuss the current state of the EV and Solar end markets
(17:44) George kicks off the Bull case for $SHOP.
(20:07) Why Shopify is a “Perfect Company” / George bull “fever dream”
(35:00) WAM, BAM, thank you TAM! George dives deep into the key question: how big is the market opportunity for Shopify?
(48:17) The AI opportunity for Shopify
(54:51) DA COMPS!
(1:02:05) Bruce pleads with us to empty our basket of $SHOP shares: “Shopped Till IT DROPPED”
(1:07:38) A dive into the “quality” of Shopify´s revenue
(1:11:10) DA REAL COMPS! (per Bruce)
(1:21:55) Shopify´s earnings trajectory reflects its status as a “poster child” pandemic stock (and why Shopify should start hosting bat orgies!)
(1:25:17) The Stock Jocks reveal their “real” opinions.
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