The Intrinsic Value Podcast - The Investor’s Podcast Network · The Investor's Podcast Network
TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke
·1 hr 25 min·5 clips
If Amazon is the evil galactic empire, then Shopify is the rebels' fighter in the war for e-commerce.
As heard by us
Shopify is framed as merchant infrastructure with valuation risk that could reprice sharply.
The episode treats Shopify as a practical business story rather than an abstract software pitch. Payments come across as a real point of friction, and Shopify's appeal rests on making that process easier for merchants who want to sell anything, anywhere.
Why you'd press play
You get Shopify versus Amazon, cast as the rebels' fighter in the e-commerce war.
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