The Intrinsic Value Podcast发布 2026-08-20
《Ranking SaaS Best Buys Today and Long-Term + Watchlist Review》
$SHOP未明确方向
Shopify基本面强劲，长期上行空间大，但价格昂贵且存在竞争风险。
所以特别是这里，如果你知道一些我们不知道的事情，如果我们没有跟上这家公司的最新情况，请告诉我们。否则，Sean，你有没有直觉，比如说，把 Shopify 放在哪里。我想当我们报道它时，质量很好，价格太高了。
我需要现场检查一下，基本上我们谈论的是股价的走势。年初至今下跌了 7.5%，这不算太多。12 个月上涨了 6%。所以，我们仍然以相当高的估值交易。
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.
