Becoming an Expert on this Fascinating Disruptor.
Thanks for sharing your work with us.
I like to add that Shop Pay's success is based on convincing merchants to give consumer permissions to their service providers. Merchants normally hate to have personally identifiable information from their customers handed to payment processors for obvious legal reasons.
Can you share when Airbnb is coming out ?
Finally! Wish I had a PDF version, my preferred format for long reads. Great accomplishment!
Phantasmic, you can hardly find a better analysis on any tech stock
Amazing deep dive. Loved every part of it. Cant wait for Airbnb now! Thank you so much folks. I would consider putting this behind a paywall once you have a few more examples out.
Huge work. Thank you!
Thanks for the great work, It was very impressing! Are you thinking about a deep dive on partners/developers in the shopify ecosystem? It seems a thriving space to be in for companies such as Pixel Union and Archetype Themes.
Thanks for the truly "deep" deep dive.
A+ for the effort. Would be great if there are more discussion on the issues that the company is facing such as conflict of interest with their developers (not independent), building up their delivery centers (capital intensive, no way they could be FCFF+ if they go down the path to compete with AMZN), marketplace vs DTC (which is better), and partnership with meta or google (win win for them is not that easy).
Your twitter account appears to have been hacked.
Incredibly detailed write-up Brad, I thought I understood this company, but this was still extremely value add for my own due diligence.