SHOP News and Press, Shopify Inc. Class A Subordinate From 02/01/24

2024-02-01 07:40:38 ET Summary Shopify's stock had a strong 2023, in part due to the company abandoning its logistics ambitions and focusing on profitability. Shopify's core e-commerce market is returning to pre-COVID trend growth, but the company's future growth will be lower tha...

2024-02-01 02:59:00 ET If you're anything like me, you know Shopify (NYSE: SHOP) as a company that markets this amazing platform for creating turnkey e-commerce websites. But I recently discovered that while Shopify certainly operates that kind of platform, its main revenue stre...

2024-01-31 14:00:48 ET More on Amazon Amazon: Are We Finally Entering The 'Harvest' Stage? Amazon Q4 Earnings Preview: Buckle Up For Record Revenue Amazon: The Best Of The Big Tech Stocks FTC staff told Amazon last week it planned to block iRobot deal - repor...

2024-01-29 09:30:00 ET On Dec. 5, Shopify (NYSE: SHOP) Chief Operating Officer Kaz Nejatian took the stage for the company's investor-day presentation. He noted how the company had worked hard for years to develop software tools to boost growth for its estimated 1.75 million merchan...

2024-01-29 05:21:00 ET The year is off to a running start. The S&P 500 index is up by 3.1% so far, checking the last box needed to declare a bull market starting in October 2022. History says that these bull runs tend to last for a couple of years, and the gains before the next ...

2024-01-28 22:42:00 ET When Toast (NYSE: TOST) went public in September 2021, the bulls believed it would revolutionize the restaurant industry in the same way that Shopify (NYSE: SHOP) simplified the e-commerce market for smaller merchants. That's why Toast's stock initiall...

2024-01-28 11:52:19 ET Summary Baillie Gifford's 13F portfolio value increased from ~$110B to ~$126B this quarter. The top three holdings are MercadoLibre, NVIDIA, and Amazon.com, accounting for ~17% of the portfolio. Baillie Gifford increased stakes in PDD Holdings, Shopify, ...

2024-01-28 11:00:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Global Advantage Fund® (the Fund) was up 14.8% (Institutional Shares) durin...

2024-01-27 20:00:00 ET Summary Rowan Street Capital, LLC is a private investment fund focused on long-term ownership of a few “extraordinary” businesses. We are neither “value” nor “growth” investors. We are compounding investors! Our investme...

2024-01-27 07:24:00 ET Summary The new CEO has released a not-so-shocking video of the upcoming innovations being released this year at PayPal. While these are a step in the right direction. I am not yet sold on the CEO or the vision. Having said that, PayPal's valuation is co...