Author Topic: SHOP - Shopify  (Read 15492 times)

chesko182

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Re: SHOP - Shopify
« Reply #30 on: September 12, 2019, 03:28:47 PM »
https://techcrunch.com/2019/09/09/shopify-buys-warehouse-automation-tech-developer-6-river-systems-for-450-million/

This is pretty relevant news, basically following the Amazon playbook back when they bought KIVA Systems a couple of years ago (now Amazon Robotics). 6river was founded by ex-Kivas and was considered one of the independent leaders in warehouse automation. Warehouses and FCs are pretty ripe for automation disruption and this makes perfect sense if they want to achieve scale and compete with Amazon. Amazon Robotics is the clear leader in warehouse automation by now and a big part of their moat around logistics. Typically these robots can achieve 2-3x productivity gains vs. manual labor.
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Liberty

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"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

Liberty

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Re: SHOP - Shopify
« Reply #32 on: November 06, 2019, 08:00:21 AM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

Liberty

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Re: SHOP - Shopify
« Reply #33 on: November 08, 2019, 11:39:23 AM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

Liberty

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Re: SHOP - Shopify
« Reply #34 on: December 06, 2019, 12:43:04 PM »
New interview with Tobi:

https://pca.st/olctiemg
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

Liberty

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Re: SHOP - Shopify
« Reply #35 on: January 13, 2020, 07:09:53 AM »
Scuttleblurb analysis of WIX and SHOP (subscription required):

https://www.scuttleblurb.com/shop-wix/
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

mcliu

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Re: SHOP - Shopify
« Reply #36 on: January 13, 2020, 11:59:01 AM »
That valuation though:
$50 billion for 100% of Shopify (100% of "$1.5B in revenue/$0 earnings")
vs
$50 billion for 9% of BRK.B (9% of "$225B in revenue/$20B operating earnings" + 9% of "$250B stock portfolio")
 :o

gary17

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Re: SHOP - Shopify
« Reply #37 on: January 13, 2020, 12:07:59 PM »
the same analogy can be said about AMZN 10 years ago vs Berkshire 10 years ago - but clearly for the last 10 years AMZN has been a better investment.
gary

mcliu

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Re: SHOP - Shopify
« Reply #38 on: January 13, 2020, 01:08:27 PM »
the same analogy can be said about AMZN 10 years ago vs Berkshire 10 years ago - but clearly for the last 10 years AMZN has been a better investment.
gary

So this is the next Amazon?

gary17

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Re: SHOP - Shopify
« Reply #39 on: January 13, 2020, 01:32:03 PM »
nobody knows

even warren 10 years ago couldnít see amazonís success today