https://finance.yahoo.com/news/why-shopify-stock-roar-1-104022306.html
They actually do some math on addressable market and current market share. There’s also some good data on accelerated growth of merchants and customers shopping merchants.
Who bought Wayfair when it dropped to the 20s
Amazon is 38.7% of US e-commerce sales. Walmart is 5.3%. That means a majority of US e-commerce sales go to small retailers who are Shopify’s target customer. It’s even bigger market considering a majority of Amazon’s sales are FBA merchants selling of Amazon. Shopify’s addressable market is about 75% of online sales.
I think amazon will become the department store of the internet. People will eventually go away from it the way department stores are dying in favor of speciality retailers who are focused. Brands will want to own and control the customer experience. They can’t do that on amazon.
MRNA jumped 30% pre-market !
https://finance.yahoo.com/news/stock-market-news-live-may-17-2020-221852668.html
Gates was a backer of Moderna long before this. Gates and Fauci have a bunch of financial ties. It’s no surprise NIAID led by Fauci is working with Moderna. It’s basically a pet project to make friends rich.
As soon as I learnt the following message, came out on Monday with 50% gain!
It is true medicine-lobby project !!
More than a 10x stock.
Yes. I’m up 83% YTD. It’s been a crazy year from starting super long, going all cash, going short, then going long again.
Unfortunately after all cash, I went to watch TV serials. Now nothing much to watch, start relooking at stocks, note that my favorites are at ATHs again and again.
Buy a strip club. They are still closed. Probably could get a covid19 discount.
TWLO is going to power NYC contact tracing platform. That’s going to be huge if they win a bunch of those.
Ride with VOO or UPRO then (as long as it works! )
From the Article above:
According to researchers at the University of Toronto who studied the potential security issues, some 700 Zoom engineers work in China. Zoom plans to expand in the U.S. with engineering centers in Phoenix and Pittsburgh, and hire 500 engineers in the U.S. over the next few years.
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