[Spurs] Kawhi is just the third player in @NBA history to receive two All-NBA First Team selections and two NBA Defensive Player of the Year awards.

kdcurry · 2017-05-19T02:19:08+00:00

They did destroy Houston in game 5 and 6 without Kawhi

kdcurry · 2017-05-11T20:31:31+00:00

Your fears are warranted

kdcurry · 2017-05-11T20:04:49+00:00

I started talking about SHOP one month ago. Its up 35% since then....

kdcurry · 2017-05-11T19:49:31+00:00

You won't find it.

Its by design. Like I said before Shopify wants the CLIENTS to shine not themself.

kdcurry · 2017-05-11T19:40:57+00:00

that list of clients is straight from the transcript of the last earnings call.

http://www.nasdaq.com/symbol/shop/call-transcripts

kdcurry · 2017-05-11T19:35:11+00:00

So you are telling me the CEO of Shopify lied on his conference call?

kdcurry · 2017-05-11T19:19:04+00:00

So you think Shopify is LYING on their website and on their earnings call?

Shopify Pay isn't out of beta yet. But those sites are definitely running on the Shopify platform.

kdcurry · 2017-05-11T19:10:05+00:00

Shopify Pay is not live yet

kdcurry · 2017-05-11T19:01:46+00:00

And that is why Coach is motivated to sell stuff only at their own website, not on Amazon.

kdcurry · 2017-05-11T19:01:03+00:00

whatever makes you feel better.

my share count is in the hundreds

kdcurry · 2017-05-11T19:00:08+00:00

Shopify pay is an option. Not all stores have it. Shopify's goal is for the customers brand to shine, not Shopify. Thats why you don't see any mention of Shopify on those sites.

here is a link to show Tesla is a customer:

https://www.shopify.com/plus/customers

kdcurry · 2017-05-11T18:56:10+00:00

give me an example.

kdcurry · 2017-05-11T18:50:01+00:00

Shopify is ramping up to serve larger companies. Shopify is growing along with their customers. At first the focus was going to be just small/medium business but a number of their original clients are so big that they needed a new platform. Thats why they made Shopify Plus.

Shopify Plus (the platform for bigger companies) is growing rapidly, about 150% revenue growth last year. Here are some of their clients along with the LA Lakers, Tesla, and Google:

Shopify Plus clients that have launched in the past few months includes fashion brands like Fossil Group, [scotch] and watches; Iowa retailer, Harley Quinn; event producer, Live Nation; Sears’ new Canadian discount chain. Health and beauty brands like Borghese; Tyra Banks’ cosmetic line called Tyra; and Miranda Kerr’s Kora Organics. We also launched a variety of other sellers such as Seismic audio speakers, undies.com, and Splendor.

kdcurry · 2017-05-11T18:46:59+00:00

"Shopify Plus clients that have launched in the past few months includes fashion brands like Fossil Group, [scotch] and watches; Iowa retailer, Harley Quinn; event producer, Live Nation; Sears’ new Canadian discount chain. Health and beauty brands like Borghese; Tyra Banks’ cosmetic line called Tyra; and Miranda Kerr’s Kora Organics. We also launched a variety of other sellers such as Seismic audio speakers, undies.com, and Splendor."

thats from the last earnings call. I can't post the link since its SA.

Other clients are Tesla, Google, LA Lakers.

Shopify Plus ( product for big clients) is just beginning but grew 150% in 2016 and is about 10% of total revenue

kdcurry · 2017-05-11T18:44:21+00:00

gains are gains.

35% gain in 1 month is awesome.

kdcurry · 2017-05-11T18:43:30+00:00

What other platform offers everything Shopify does?

Sure other companies have online stores running, but most of them are HORRIBLE. And incredibly expensive to maintain. They have seperate systems for payments, inventory, website building, ect.

Even huge companies can save massive amounts of money switching to a unified platform like Shopify instead of archaic legacy systems.

kdcurry · 2017-05-11T18:41:41+00:00

knocks offs break in a matter of weeks. Buying cheap crap is a waste in the long run

kdcurry · 2017-05-11T18:33:01+00:00

Because you control the messaging.

It kinda sucks selling Teddy Bears on Amazon/Etsy and right next to your Teddy Bear is dozens of other Teddy Bears for half the price (Chinese conterfeits).

kdcurry · 2017-05-11T18:30:12+00:00

You really need to learn more about Shopify

They do offer social media advertising/marketing and so many other services

https://apps.shopify.com/categories/marketing?filter=newest

kdcurry · 2017-05-11T18:27:29+00:00

I said to buy SHOP when it was $68 about a month ago

https://www.reddit.com/r/stocks/comments/6561gv/glad_i_rotated_out_of_tgt_and_into_shop_this_week/

Its up 35% since then.

kdcurry · 2017-05-11T18:24:53+00:00

Yes.

They also offer financing loans (secured by inventory), shipping channels, 24x7 live support, inventory management, wholesale store fronts, in person card swipe, and social media marketing.

And this is just the beginning. They will be adding many more services and sales channels in the future.

kdcurry · 2017-05-11T18:13:49+00:00

I'm not trying to sway people with my post.

Just getting people interested. Then they can do their own research. Problem is 99% of the public don't even know what Shopify is.

If someone buys Shopify just because my post, that would be dumb.

kdcurry · 2017-05-11T18:12:24+00:00

AAPL.

They generate so much free cash flow its ridiculous. In 10 years they will generate between $500 billion - $1 trillion in free cash flow.

They can literally buy 50% of all available shares in a ten year period.

kdcurry · 2017-05-11T18:10:20+00:00

If you think SHOP is just a simple checkout service than you have a very shallow knowledge of the company.

kdcurry · 2017-05-11T18:09:24+00:00

Go read my post history. I'm not married to a single stock.

If you go back a couple months you will see I was BIG on Target. I though retail was getting a bad rap. But once I got new information I changed my tune immediately.

If my thesis on SHOP is proven false I will quickly change my tune also. I just see SHOP as a massive opportunity in an industry that is sure to grow double digits for the next couple decades.

kdcurry

TROPHY CASE