Invest in Shopify Stock for Long-Term Growth

This video provides a comprehensive analysis of Shopify's stock, highlighting its robust financial performance, significant growth in subscription solutions, and the company's strong competitive position in the market. It makes a compelling case for considering Shopify as a long-term investment opportunity.

Key insights

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  Every dip in Shopify stock is an opportunity for long-term investment, not just for the short term.
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  Shopify's subscription Solutions revenue surged to $525 million, indicating significant growth.
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  The company's gross profit exceeded a billion dollars in just a quarter, showcasing incredible growth.
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  Shopify boasts a strong balance sheet with $11.3 billion in assets against $1.3 billion in liabilities.
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  Offline Revenue reached $441 million in 2023, a 5x increase from 2019, highlighting growth in the offline segment.
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  Shopify is experiencing a significant margin increase cycle, potentially reaching 50s-60s percentages, enhancing its cash flow and profitability.
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  Projected to achieve $19 billion in revenue by 2028, Shopify shows strong growth potential.
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  Net income is expected to grow at an average rate of 45% per year, with some years possibly over 100%.
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  Given its growth rates, Shopify could command a market cap of over $300 billion, making it a valuable stock to own.
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  Shop Pay's growth is notable with 150 million buyers and $127 billion in GMV since 2017.
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  Shopify faces no serious competitive threats for the next decade, standing strong even against Amazon.

Q&A

What makes Shopify a good long-term investment?

Shopify's consistent revenue growth, strong balance sheet, and lack of serious competitors position it as a solid long-term investment.

How has Shopify's subscription revenue grown?

Shopify's subscription revenue grew from $400 million to $525 million in the latest quarter, indicating robust growth.

What is Shopify's competitive advantage?

Shopify's unique platform, extensive customer base, and innovation keep it ahead of competitors, including Amazon.

What are Shopify's future revenue projections?

Shopify is projected to reach $19 billion in revenue by 2028, showcasing its strong growth potential.

How is Shopify's offline business performing?

Shopify's offline business has seen substantial growth, with offline revenue reaching $441 million in 2023, five times more than in 2019.

What is the outlook for Shopify's net income?

Shopify's net income is forecasted to grow at an average rate of 45% per year, with some years potentially seeing over 100% growth.

Timestamped Summary

Shopify is a compelling long-term investment opportunity with diverse revenue streams, strong financial performance, and significant potential for future growth and profitability.

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  [00:00] Shopify is predicted to be a trillion dollar company and is a stock that should be bought and held for the long term.
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  [02:20] Shopify's diverse revenue streams and strong financial performance make it a compelling investment opportunity.
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  [05:52] Shopify has a strong balance sheet, successful year, rapid growth potential, AI integration, and business lines for future growth.
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  [10:02] Shopify's offline revenue growth, B2B opportunities, and impressive subscription services point to significant future growth and potential for profitability.
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  [15:52] Shopify's asset light model, decreased operating expenses, and rapidly increasing free cash flow are driving significant growth and market cap increase.
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  [18:33] Shopify's projected revenue growth, potential for new product launches and services, and high PE ratio make it a lucrative investment with substantial net income growth.
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  [24:07] Shopify is dominating the market with no serious competition, partnering with Amazon, and has potential to become a trillion-dollar company within 10 years.
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  [26:56] Join the Patreon for access to stock moves and courses, and apply to join the private Discord chat with super investors.