Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 11, 2026Fund LettersAlex UmanskySHOP Shopify Inc. Information TechnologyIT Services Bull New York Stock ExchangeCheckout, Commerce, Ecosystem, efficiency, innovation, Lending, monetization, Payments, platform
Feb 9, 2026Fund LettersAziz V. HamzaogullariSHOP Shopify Inc. Information TechnologyInternet Services & Infrastructure Bull New York Stock Exchangee-commerce, Free Cash Flow, network effects, Omnichannel, Payments, platform
Jan 22, 2026Fund LettersEmerson BluhmSHOP Shopify Inc. IT ServicesE-commerce Platforms Bull New York Stock ExchangeAI tools, Gmv Growth, Merchant Services, Payments, Platform Scale
Jan 22, 2026Fund LettersDavid E. LevansonSHOP Shopify Inc Information TechnologyIT Services Bull New York Stock ExchangeAI, ecommerce, GMV, Payments, platform
Jan 15, 2026Fund LettersKirsty GibsonSHOP Shopify Inc. Information TechnologyInternet Services & Infrastructure Bull New York Stock Exchangeecommerce, enterprise, operating leverage, platform, Take rate
Jan 14, 2026Fund LettersKayode O. AjeSHOP Shopify Inc. Information TechnologyApplication Software Bull New York Stock Exchangeecommerce, Margins, Merchants, Payments, Software
Jan 12, 2026Fund LettersBrian AngerameSHOP Shopify Inc. Information TechnologyInternet Services & Infrastructure Bull New York Stock Exchangeecommerce, Enterprises, Margins, monetization, Platforms
Nov 13, 2025Fund LettersJosh SaltmanSHOP CN Shopify Inc. Information TechnologyE-commerce platforms Bull TSXecommerce, Fintech, Logistics, operating leverage, Payments, platform, Software, Subscriptions
Oct 20, 2025Fund LettersBrian A. ChristiansenSHOP Shopify Inc. Information TechnologyE-Commerce Bull NYSEe-commerce, enterprise, GMV, growth, International, Margins, SaaS
Oct 20, 2025Fund LettersPaulina McPaddenSHOP Shopify Inc. Information TechnologyApplication Software Bull NYSEe-commerce, global expansion, GMV, Margins, network effects, Point of Sale, SaaS
Oct 20, 2025Fund LettersPaulina McPaddenSHOP Shopify Inc. Information TechnologyApplication Software Bull NYSEe-commerce, global expansion, GMV, Margins, network effects, Point of Sale, SaaS
Oct 16, 2025Fund LettersTodd MorrisSHOP CN Shopify Inc Information TechnologyE-commerce Platforms Bull NYSEAI, ecommerce, growth, Merchants, platform, profitability, Software
Sep 30, 2025Fund LettersAlex UmanskySHOP Shopify Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, ecommerce, Merchants, Payments, SaaS
Jul 22, 2025Fund LettersKathleen A. McCarragherSHOP Shopify Inc. Information TechnologyE-commerce & Auction Services Bull NASDAQecommerce, Globalization, Merchants, Platforms, profitability, Subscriptions
Mar 31, 2025Fund LettersAlan BreedSHOP Shopify Inc. Information TechnologyInternet & Direct Marketing Retail Bull New York Stock ExchangeB2b, e-commerce, Free Cash Flow, Gross margin, international expansion, Payments, platform, POS

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: