Friday, January 15, 2021

Shopify, ServiceNow, and 5 Other Cloud Stocks, Says Oppenheimer | Barron's

Since the start of the year, a number of analysts have weighed in with thoughts on the outlook for the cloud software sector, after the group cranked out fantastic returns in 2020. On Thursday it was Oppenheimer analyst Brian Schwartz's turn.

In a 116-page report, he laid out the case for taking a more selective approach to the sector this year, noting that multiple expansion is likely to be limited after last year's fat gains. But he has plenty of stock picks to offer, and as part of his call adjusted ratings on several stocks.

Date: 2021-01-14T18:36:00.000Z
Author: Eric J Savitz
Twitter: @BarronsOnline
Reference: (Read more) Visit Source



And here's another article:

Why we use Shopify as our one-stop shop for ecommerce projects | Kyan | Open Mic | The Drum

This promoted content is produced by a publishing partner of Open Mic. A paid-for membership product for partners of The Drum to self-publish their news, opinions and insights on thedrum.com - Find out more

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We sat down with our in-house Shopify expert and Kyan Client Partner, Simon Hardy, to chat 'ecommerce', and understand the 'what, why and how' of the powerful platform.

Publisher: The Drum
Date: 6DA512FE73075919C8F1633A7A6738B2
Twitter: @thedrum
Reference: (Read more) Visit Source



Nuclear fusion tech developer General Fusion now has Shopify and Amazon founders backing it

In a brief announcement today, the Canadian nuclear fusion technology developer General Fusion announced that the investment firm created by Shopify founder Tobias Lütke has joined the company’s cap table.

The size of the investment made by Lütke’s Thistledown Capital was not disclosed, but with the addition, General Fusion has the founders of the two biggest e-commerce companies in the Western world on its cap table.

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Publisher: TechCrunch
Date: 2021-01-14 09:42:51
Twitter: @techcrunch
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Shopify runs higher as Oppenheimer outlines gigantic TAM opportunity (NYSE:SHOP) | Seeking Alpha
Publisher: SeekingAlpha
Date: 0FEA0055AC330065CFA87CA3045E9860
Twitter: @SeekingAlpha
Reference: (Read more) Visit Source



Not to change the topic here:

Thinking about trading options or stock in Shopify, Alibaba, Applied Materials, KLA Corp, or

NEW YORK , Jan. 14, 2021 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for SHOP, BABA, AMAT, KLAC, and AAL.

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Date: 9D28F7743C790DD88F2D9C7375EF7ED5
Author: InvestorsObserver
Twitter: @PRNewswire
Reference: (Read more) Visit Source



With Amazon looming, Shopify's patent filings gather pace - The Logic

As Amazon reportedly considers a move to compete directly against Shopify, the Ottawa-based e-commerce company continues to build its intellectual property portfolio, seeking to patent innovations including the ability to price in multiple currencies in its core e-commerce platform as well as features like product returns in emerging business lines like shipping and fulfillment.

Shopify holds few patents, and IP lawyers say it could have moved sooner to protect its intellectual property. But analysts expect it to hold off the competition, and say the company's recent patent push naturally follows the development of its technology. "They’ve invested a lot of time and money into diversifying the platform and offering many different types of services," said Richard Tse, managing director at National Bank Financial. "That has created a significant moat."

Publisher: The Logic
Date: 2021-01-15T15:28:05 00:00
Twitter: @the_logic
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Shopify: A Good Buy For Consumers, Not Investors (NYSE:SHOP) | Seeking Alpha
Publisher: SeekingAlpha
Date: 0FEA0055AC330065CFA87CA3045E9860
Twitter: @SeekingAlpha
Reference: (Read more) Visit Source



Stripe, PayPal, and Shopify lead e-commerce's divorce from Trump | American Banker
Publisher: American Banker
Date: 2021-01-11T15:47:50.277
Author: https www americanbanker com author john adams
Twitter: @@amerbanker
Reference: (Read more) Visit Source



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