Episode Details
| Title | Tobi Lütke - Building Islands of Innovation - [Invest Like the Best, EP.394] |
|---|---|
| Date | 10/22/2024 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $SHOP - Shopify is seen as an operationally efficient company that maximizes the value of every dollar, suggesting strong potential for profitability and growth.
- “Shopify is just a company that makes every dollar count. It's like being operationally efficient, being efficient with money, being efficient with capital.” - Tobi (34:51)
- 🟢 $AI - 🔒
- 🟢 $ECOMM - 🔒
- 🟢 $ENTREP - 🔒
Bearish:
- 🔻 $SAAS - 🔒