Um, interesting Shopify integration.
Shopify by the way is another great stock that thing is is continue to be just very expensive. Uh but is just a tremendous business model. It really really is a phenomenal business model. Um I just wish it were cheaper.
I'm going to have to keep going pretty soon. It's uh se look at this. Look at look at Shopify. Just this is probably the last stock we'll take a look at. 73 times earnings, 12 times revenue. free cash flow yield 1.3%.
But let's just look at some charts for Shopify. Look at this revenue curve. Really, really um fantastic. Maybe these guys can continue to go. I mean, what's neat about this business is they have fees associated with all the money that rolls through, right?
These guys host websites for online businesses. Um, they have tremendous back-end integr integrations and checkout optimizations and membership uh optimizations that make running a business at scale easy for small entrepreneurs.
And now even at even at midsize and large companies can use use Shopify. uh they take a fee. They use Brainree as their merchant processor uh and they get merchant processing fees on every dollar.
So think of them as like an American Express or a Visa that um takes a small percentage of all the dollars flowing through. That's a great business model. If you have trillions of dollars flowing through your network and you're getting fractions of a penny as that cycles through, you don't have to do a lot.
You don't have to sell the goods. That's what your customers do. They sell the goods and you just take a small small rip off all the money that runs through your infrastructure.
And what you have to do is maintain the infrastructure.