Shopify
Key PointsShares have been rallying hard since October’s low.Recent comments urge caution in the near-term.The longer term opportunity remains strong however.5 stocks we like better than ShopifyA 90% rally since the middle of October should be enough to convince anyone of the bona fides of Shopify Inc. (NYSE:SHOP) as a top tech recovery stock. At one point last quarter, they were up more than 120%, and though they took a breather after that, the stock’s firmly back in an uptrend now. Q1 2023 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach advisor has been vetted...
ValueWalk
Shopify Inc. (NYSE:SHOP) is the poster child for why the pandemic was both a blessing and a curse for some companies. Born out of necessity, a surge in demand for e-commerce technology drove the Canadian commerce platform provider’s stock as high as $1,762.90 in November 2021. Since difficult, if not impossible, quarterly comparisons rolled around, it’s been all downhill. Q2 2022 hedge fund letters, conferences and more Market disdain for high multiple growth names hasn’t helped. In May 2022, Shopify fell as low as $308.10, a stunning 83% plunge that erased all post-Covid gains. In late-June t...
ValueWalk
Tech investors have been given plenty of lessons in the past few months about making the best of a bad situation, none more so than Shopify (NYSE:SHOP). The e-commerce platform was one of the darlings of the pandemic fuelled rally in 2020 and was hitting all-time highs as recently as last November. But like Icarus who flew too close to the sun, it has been a near-vertical drop since then. Q1 2022 hedge fund letters, conferences and more Shopify’s stock is down a full 80% from that high, and is back trading at its pre-pandemic levels. Such is the negative weight Wall Street is giving to the tig...
ValueWalk
Shopify is one of the world’s best direct-to-consumer subscription services. It’s an easy-to-use platform that lets business owners design and manage an online store. Q2 2021 hedge fund letters, conferences and more It's the platform of choice for several big-name retailers and brands, including Heinz, Staples, and GymShark. Sportswear giant Nike also embraced Shopify to reach its customers during the COVID-19 lockdowns. And it turned out to be a pretty wise move; Nike's profits spiked by 75% in the first half of 2020. But Shopify isn't just for big business. In fact, it provides an excellent ...
ValueWalk
RGA Investment Advisors commentary for the fourth quarter ended December 31, 2020, discussing their investment in Naked Wines PLC (LON:WINE). Q4 2020 hedge fund letters, conferences and more Dear Clients, None of us will forget 2020. Collectively, we faced immense challenges brought on by a kind of pandemic that infects humanity once every hundred years. We find ourselves uniquely fortunate, despite the year’s turmoil, as we reflect on how incredibly lucky we are to have a wonderful investor base with the tenacity to weather the storm earlier in the year. Our full year results are a direct res...
ValueWalk
In all this tech euphoria and COVID-19 quarantining, investors are missing a key fact. People need people. In the song, People, writer Bob Merrill and composer, Jule Styne, wrote and composed it best:Q3 2020 hedge fund letters, conferences and morePeople who need people,Are the luckiest people in the worldWe're children, needing other childrenAnd yet letting a grown-up prideHide all the need insideActing more like children than childrenBarbra Streisand sang it best; academic studies prove that people who get normal human interaction have much better mental health. Despite this fact, investors ...
ValueWalk
Every week, Benzinga conducts a sentiment survey to find out what traders are most excited about, interested in or thinking about as they manage and build their personal portfolios via stocks, options and forex trading. This week we posed the following question to over 500 investors and traders: Over the next five years, which e-commerce stock will have the largest percentage gain?Q3 2020 hedge fund letters, conferences and moreWhich E-Commerce Stock Is Poised For The Most Growth?Shopify Inc. (NYSE: SHOP)Etsy Inc. (NASDAQ: ETSY)Amazon.com Inc. (NASDAQ: AMZN)Wayfair Inc. (NASDAQ: W)Overstock.co...
ValueWalk
***ot only so, but we also glory in our sufferings, because we know that suffering produces perseverance; perseverance, character; and character, hope\. And hope does not put us to shame\. \(Romans 5:3\-5\)*Q3 2020 hedge fund letters, conferences and moreJoe Kennedy was getting his shoes shined in 1929 and the shoeshine boy was giving him stock tips. Think of how humiliating it might have been to Kennedy, who had dramatically reduced his common stock ownership. This upstart had been making money and couldn’t wait to pass along his wisdom to Mr. Kennedy. Joe quickly surmised that there was nobo...
ValueWalk
閲覧を続けるには、ノアドット株式会社が「プライバシーポリシー」に定める「アクセスデータ」を取得することを含む「nor.利用規約」に同意する必要があります。
「これは何?」という方はこちら