TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke | The Intrinsic Value Podcast - The Investor’s Podcast Network | Podwise
In this co-hosted podcast episode, Shawn O'Malley pitches Shopify as a compelling company at the epicenter of the e-commerce power struggle to Daniel Mahncke. They discuss Shopify's business model, its disruption of the enterprise software market, and its advantages and disadvantages compared to Amazon. The conversation covers Shopify's history, its various services, revenue streams, and the competitive landscape, including the challenges posed by Amazon's "Buy with Prime" initiative. They also discuss the potential risks and opportunities for Shopify, its valuation, and the factors that could influence its future success, ultimately deciding not to add it to their Intrinsic Value Portfolio at its current price due to valuation concerns and competitive pressures.
