$SHOP
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How The Intrinsic Value Podcast’s view on $SHOP changed

Channel profile →2 entries
2026-09-03
“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”
Shopify has strong fundamentals (32% growth, margin expansion) but high valuation and unresolved AI questions lead to a neutral/negative current stance ('too hard pile', 'D' rating).

I'm actually working on an updated podcast on Shopify. So, that'll be be coming out in about uh a month or two.

All right. Now, an hour and 40 minutes down and two companies to go. Um, how about we do we do Shopify first? It's a company that was covered a while ago on the podcast.

Watch the source01:34
2026-08-20
“Ranking SaaS Best Buys Today and Long-Term + Watchlist Review”
Shopify has strong fundamentals and long-term upside but is expensive and carries competitive risks.

Um so especially here chat if you know something that we don't know if we're not up to date with this company uh please tell us otherwise Sean do you have an intuition let's say where to put Shopify.

Um I think when we covered it quality is good price was too high. Um I would need to check on the spot basically what we're talking in terms of where the stock has been going. Year to date we're down 7 and a half% that's not too much. 12 months, 6% up.

Um, so we're still trading at a pretty hefty valuation.

Watch the source1:18:42
KolSays