Review of Shopify Inc.

JUL 17, 2025 - Given the strong competitive advantage of high switching costs and a tremendous addressable market. SHOP is expected to continue to grow at a healthy pace in the foreseeable future. The company has shifted its long-term growth strategy relative to giants like Amazon by only focusing on high-value-added, high-margin software solutions and divesting capital-intensive, competitive, commoditized logistics. Lastly, SHOP’s management has demonstrated a commitment to cost control recently, which we think could help expand margins significantly over time due to its business model with high operational leverage. The company continues to be a great long-term holding for growth-oriented investors. We are maintaining our rating of ‘A-‘.

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Shopify Inc. Class A Subordinate Voting Shares (SHOP $190.10)
- $190.10 P/E (TTM): 77.67X Cap: $247B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
Celestica Inc. (CLS $181.34)
- $181.34 P/E (TTM): 41.03X Cap: $20.86B
- View CLS Profile
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Galaxy Digital Inc. Class A common stock (GLXY $33.24)
- $33.24 Cap: $12.50B
- View GLXY Profile
- View Questions on GLXY
- View Reports on GLXY
BlackSky Technology Inc. Class A (BKSY $16.33)
- $16.33 Cap: $579M
- View BKSY Profile
- View Questions on BKSY
Nebius Group N.V. (NBIS $66.18)
- $66.18 Cap: $15.75B
- View NBIS Profile
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Q: Looking to add to a diversified portfolio. What would you pick from this list for 10year hold. Looking for best possible return potential. Is there another to consider that’s not part of this list?

Read Answer Asked by Chris on August 19, 2025

NVIDIA Corporation (NVDA $174.98)
- $174.98 P/E (TTM): 56.58X Cap: $4.26T
- View NVDA Profile
- View Questions on NVDA
Toronto-Dominion Bank (The) (TD $102.45)
- $102.45 P/E (TTM): 10.46X Cap: $176.46B
- View TD Profile
- View Questions on TD
Constellation Software Inc. (CSU $4,438.01)
- $4,438.01 P/E (TTM): 108.15X Cap: $94.04B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
Shopify Inc. Class A Subordinate Voting Shares (SHOP $190.10)
- $190.10 P/E (TTM): 77.67X Cap: $247B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
Advanced Micro Devices Inc. (AMD $163.71)
- $163.71 P/E (TTM): 94.4X Cap: $265.67B
- View AMD Profile
- View Questions on AMD
Royal Bank Of Canada (RY $136.20)
- $136.20 P/E (TTM): 20.47X Cap: $191.97B
- View RY Profile
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Q: The dynamic of how business operates in the US has continued to change and there are now new creative
few structures being charged for international
business, most notably this week to American chip manufacturers for exporting to China. To what degree do you see potential for Canadian companies to be hamstrung for US operations in new creative ‘pay-to-play’ ways? It seems increasingly possible that anything is possible, especially where it doesn’t directly impact the US voter base.

Read Answer Asked by Peter on August 21, 2025

Shopify Inc. Class A Subordinate Voting Shares (SHOP $190.10)
- $190.10 P/E (TTM): 77.67X Cap: $247B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP

Q: What would be a good entry point for SHOP?

Many thanks as always for your great service.
Joanne

Read Answer Asked by Joanne on August 18, 2025