Disclaimer: I own shares of this company.
For a stock to go up 800% a stock needs explosive revenue growth for a decade. Of course this stock could also go down 90% in the next 10 years. This is a high risk high reward investment.
SHOP. Currently valued at about $7B. I can easily see this reach $55B in 10 years. Why?
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SHOP is in the center of the future of retail. Its obvious that Brick and Mortar is dying. And rapidly. In the last 2 months over 60,000 retail jobs were lost. Ecommerce is the future.
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I predict that most of the increase in Ecommerce will be small/medium business. An area where SHOP dominates. Small/Medium business Ecommerce will probably grow 700-1000% in the next 10 years. As more large retailers like Sears go bankrupt, more business will sell directly to customers. Thus they can use SHOP to setup their Ecommerce stores.
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SHOP is the Apple of Ecommerce. Like Apple SHOP is super easy to use and also super integrated. For Small/Med businesses easy setup is key. SHOP also intergrates inventory management, business loans, marketing, social network integration, and payments.
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SHOP will keep adding new services to the platform. They recently added business loans and shipping. They could add other services like tax prep, bookkeeping, data analysis, ads, ect. The possibility are endless. And the great thing is it will be all integrated into a clean and easy platform.
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But what about Amazon? Amazon actually is a partner with SHOP. That's how powerful the platform is. If it wasn't, Amazon would build their own platform.
I see SHOP revenues exploding in the next 10 years:
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Online retailing will increase about 500% in the next 10 years. And small/med retail closer to 800%. So SHOP will get revenue from an ever expanding pie.
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SHOP currently has less than 2% marketshare for all business in the markets they are active in. Talk about head room. Also SHOP is easily scalable to other countries and markets.
Submitted April 20, 2017 at 01:29PM by kdcurry http://ift.tt/2oUpuRr
