The Shopify IPO
Acquired6 Aug 2019

The Shopify IPO

Ben and David head north of the border to Ottawa, Canada to cover perhaps one of the greatest IPO success stories of the past 5 years, Shopify. From humble beginnings as a “lifestyle business” hawking hipster snowboard gear online to now routinely mentioned in the same breath as Amazon, the tale of Shopify and its incredible CEO Tobi Lütke’s ascent is not one to miss!

Editor's note: Shopify actually powered $41b of sales, not $14b, in 2018, as discussed toward the end of the episode. $14b was the fourth-quarter number. While this changes the analysis of value captured at the end of the episode (Shopify only captures 2.5% of merchant sales as their own revenue, not 7%, which is admittedly very different), it doesn’t change overall sentiment on the company discussed in the episode.

Sponsors:

Links:

Carve Outs:



More Acquired!


© Copyright 2015-2026 ACQ, LLC

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(217)

The Home Depot

The Home Depot

The Home Depot's founding story is like an Avengers movie… if the Avengers got fired, went broke, and stacked empty paint cans ten feet high to look legitimate. After being unceremoniously fired from ...

14 Sep 3h 35min

Disney: The Renaissance and the Empire

Disney: The Renaissance and the Empire

In 1984, the Walt Disney Company was worth more dead than alive. Disney Animation — the heart of Walt's famous flywheel — had stagnated for years, bleeding away talent while corporate raiders circled,...

10 Aug 4h 32min

The Walt Disney Company

The Walt Disney Company

The Walt Disney Company is the most successful enterprise ever created for monetizing human nostalgia. Today it’s the king of global entertainment, holding the intellectual property rights to the chil...

22 Juni 4h 31min

Vanguard

Vanguard

Vanguard is the most effective vehicle ever created for participating in the fruits of American capitalism. Today it’s the single largest equity owner of the majority of corporations in the S&P 500, o...

18 Maj 3h 48min

Ferrari

Ferrari

Ferrari is the pinnacle of luxury scarcity — across its entire 79-year history, the company has sold just 330,000 cars at an average price today of $500,000. For context, Hermès sells that many Birkin...

13 Apr 3h 59min

Rolex

Rolex

Rolex is a series of paradoxes. They sell obsolete and objectively inferior mechanical devices for 10-1000x the price of their superior digital successors… and demand is stronger than ever in history!...

5 Mars 4h 51min

Costco

Costco

Costco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an absolutely fascinating study in how seemingly opposite characteristics can combine to create i...

4 Mars 2h 53min

Formula 1

Formula 1

Formula 1 is three competitions in one: a 200mph battle of the world's best race car drivers, the world cup of engineering where thousand-person teams spend hundreds of millions designing cars from sc...

2 Mars 4h 18min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
rss-jossan-nina
24fragor
rss-borsens-finest
avanzapodden
uppgang-och-fall
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
lastbilspodden
fill-or-kill
tabberaset
rss-kort-lang-analyspodden-fran-di
bathina-en-podcast
rss-dagen-med-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
kapitalet-en-podd-om-ekonomi
rss-veckans-trade
borsmorgon