We revisit Shopify from all angles to see what the investment case is both for longs and shorts. We had From Growth To Value (Long) and Ramy Taraboulsi, CFA and Jan Barta (each Short) talk up their views on the stock and their case. While the narratives don't always intersect, we hope the different perspectives helps investors better consider Shopify and other battleground stocks.
Topics covered:
Introduction – 1:25

3:45-46:00 – From Growth To Value
4:00 – How does the Growth investing mindset fit
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