DiscoverThe Intrinsic Value Podcast - The Investor’s Podcast NetworkTIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke
TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke

TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke

Update: 2025-05-25
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Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Amazon tries to pull merchants to its marketplace and to conform with its standardized shopping experience, while Shopify empowers merchants to manage their own websites that go direct-to-consumer.


In this episode, you’ll learn how Shopify started humbly as a snowboard website, what makes Shopify such a killer app, how Shopify and Amazon compete but also have found ways to strategically co-exist, why Shopify may have multiple moats working to its advantage, and whether Shopify is attractively valued given its compelling growth prospects, plus so much more!




Prefer to watch? Click ⁠⁠⁠here⁠⁠⁠ to watch this episode on YouTube.




IN THIS EPISODE, YOU’LL LEARN


00:00 - Intro


05:30 - Why the enterprise software market was ripe for disruption.


10:50 - Shopify’s origin story as a simple snowboard website in Canada.


14:47 - How Shopify’s value proposition differs from Amazon.


36:42 - Why Shopify abandoned its logistics business just one year after making a major acquisition.


42:42 - How Shopify has responded to Amazon encroaching on its turf.


01:01:38 - What to make of Shopify’s share split and ownership structure.


01:12:28 - Why Shopify’s growth story may only be just beginning.


01:16:32 - Whether Shawn & Daniel add SHOP to The Intrinsic Value Portfolio.


And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.




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TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke

TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke

The Investor's Podcast Network