TIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

You're listening to TIP. Welcome back to the Investors Podcast, where each week Sean, Kyle and I explore, analyze, and also value publicly traded companies and debate whether they deserve a sport. in our shared portfolio and today's episode is eight fifty five and we're actually revisiting a company that we Always had in the back of our minds and that company is Shopify, so For context, Sean, you pitched Shopify in May of last year, and I think it's safe to say that

You very much like the company and in fact Both of us did. So you saw Shopify as Basically the rebels fighting Amazon's Empire, that's how you put it back then and We very much like that idea. But the stock was quite expensive and in your model you came up with an intrinsic value share target of about fifty three dollars against a market price back then of about

eighty dollars per share and Ironically, as the guy pitching it, you recommended that we hold off Unless the stock would fall south of sixty dollars per share. Gosh. Don't remind me, Daniel. It's it's a bit painful. Well, I think it's safe to say that it never did touch sixty dollars per share, and as we would call this one.

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