We have updated our 19-slide Shopify Powerpoint Pitch in which we examine the major sticky points in Shopify’s product relative to peers, Shopify’s real TAM and market share, investor expectations, relative subscriber valuations, and other unique issues that are typically overlooked by brokers.
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We have updated our views on some of our coverage universe:
We have updated our Shopify (SHOP-NYSE) marketing package which includes our survey results as well as our Q2 and annual forecasts. Our […]
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We have launched coverage on Lightspeed POS Inc. (LSPD.TO) with a SELL rating and a price target of C$30. We use lifetime […]