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.
And here's another article:
Why we use Shopify as our one-stop shop for ecommerce projects | Kyan | Open Mic | The Drum
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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.
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.
Shopify runs higher as Oppenheimer outlines gigantic TAM opportunity (NYSE:SHOP) | Seeking Alpha
Not to change the topic here:
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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."
Shopify: A Good Buy For Consumers, Not Investors (NYSE:SHOP) | Seeking Alpha
Stripe, PayPal, and Shopify lead e-commerce's divorce from Trump | American Banker
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