Shopify – Focus On Payments, Fulfilment & Competitive Dynamics

  • Public Equity
  • TMT
  • North America


Former senior sales representative at Shopify Inc.


  • Shopify (TSE: SHOP) and its solutions, focusing on payments and fulfilment offerings and their importance
  • Competitive dynamics, highlighting Adobe/Magento (NASDAQ: ADBE) and Salesforce/Demandware (NYSE: CRM) and BigCommerce (NASDAQ: BIGC) and other “headless commerce" companies.
  • Shopify’s management changes and company culture
  • 1-3-year outlook, highlighting opportunities and risks


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