Thanks Rita.
I’m also following SHOP closely and recently added as growth reaccelerated and brought the company back in line with Saul standards.
This NYT article is helpful in articulating company culture, long-term vision, and how TAM might evolve as leadership figures out the next phase:
“Can Shopify Compete With Amazon Without Becoming Amazon?”
https://www.nytimes.com/2020/11/24/magazine/shopify.html
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