The Intrinsic Value Podcast发布 2026-09-03
《Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)》
$SHOP未站边
Shopify基本面强劲（增长32%，利润率扩张），但高估值和未解决的AI问题导致当前持中性/负面立场（“太难”堆，“D”评级）。
我实际上正在制作一个关于 Shopify 的更新播客。所以，那将在大约一两个月后发布。
I'm actually working on an updated podcast on Shopify. So, that'll be be coming out in about uh a month or two.
好了。现在，一小时四十分钟过去了，还有两家公司。我们不如先做 Shopify？这是一家之前播客中覆盖过的公司。
All right. Now, an hour and 40 minutes down and two companies to go. Um, how about we do we do Shopify first? It's a company that was covered a while ago on the podcast.
是的。是的。是的。你能调出利润率拐点图表吗？当然。对于 Shopify。是的。所以，Shopify 很有趣。我对它有着复杂的感受。
>> Yeah. Yeah. Yeah. Um, yeah. Can you pull up the uh margin inflection chart? >> Absolutely. >> For Shopify. Yeah. So, um yeah, Shopify is uh is is is interesting. Um I have such a mixed feelings on it.