The same here, my TSLA is for long term holding, last weekend My portfolio made it to $20m total, started from $1m, investing weekly dividends in long term ETFS that’s my route. to the moon.
Great presentation Brian! Aside from the info, which is always good, you do a great job on camera. No umms or ahs, no cuts or stumbles, very well done.
Great video... but... what is going on with "the motley fool"? Getting spammed with "garbage" article all day. Better AI stock Nvidia Vs Disney", 1 AI stock that could be be more worth then Nvidia "amazon".... Amazon aint a AI stock, they put AI infront of every stock now, even if 1 office employee is using chat GPT. At this point 95% of the articles is complete garbage and of no use, what has happened to the motley fool? 😪
@@robin212212 Geee let me think... he has written 1000s of articles for the Motley Fool and since they dont make videos on youtube on youtube, don´t answer when you ask them... i wonder why
I was evaluating $SHOP today and couldn't figure out the $342M expense on the statement and came back to figure it out and listened to the whole video again as a refresher :) Thanks for doing this Brian! Expensive stock at this point but has the potential to grow and increase net income and FCF. Thinking it might be a good time to add (DCA) now that the price is close to the May low.
@@UziGameGP the one thing that gets overlooked on Shopify is how many Wordpress sites there are. If Shopify can just get 10% of those to migrate it’s game over. And I think that’s very conservative. Wordpress is antiquated compared to what Shopify is doing.
Please Brian stop talking about fake FCF. At least they have FCF, but it is only 6,8%, but improved from -3%. SBC was declining from 135 to 105 mio. on three months basis
It just means how many shares the company has issued. Companies like Shopify are in the business of issuing more and more shares to pay employees and the board in the form of share options. From an investor points this is usually bad as more shares dilutes your shareholding as you will now own less of the company. Think of it as an anti-dividend.
Agreed. I actually love that they realized the logistics conpany was a mistake and unloaded it quick. I feel like most other companies wouldn’t have done that as expeditiously.
@@clath2823 It doens't matter Tobi has super shares, he can/will do what ever he wants. He was warned about logistics and the costs before his endeavor
@@clath2823 it was STUPID in the first place. One of the fundamental rules of strategy is to play to your capabilities: Shopify had merchants but doesn't have anything of the order of something close to Amazon to start playing in the logistics game.
the problem with waiting for the valuation metrics to come more in line with the industry averages is by the time that happens the stock might have increased by 200%. For example Amazon's p/e had been astronomical for the first 10 years of it's life.
p/e is an almost meaningless number if the company is at a growth stage and diverting most of it's income into the company via R&D and other investments.
They put out bad earnings for next quarter it’s big firms who can’t afford the loss and people who bought at $70+ panic selling. All of this doesn’t matter for long term tho. Stock needed a bit of a breather tho was a hard buy at almost $80
I looked at buying this company 3 years ago when the price was 300 or more. This one is just too volatile, not enough profits, and too unstable for me. Maybe at a far, far lower price and valuation I would be able to put up with all of this. But given the euphoria in the large cap stocks and a possible recession next year it is a no brainer for me. I don't want it.
