Shopify Is Increasing Efficiency - NewsBreak

My thesis is that Shopify (NYSE:SHOP) is increasing efficiency with Shop Pay, their Spotify partnership and their empowerment of the direct-to-consumer era. The prodigious rise in the active merchants slide from the November 10th Affirm (NASDAQ:AFRM) 1Q22 supplemental caught my eye:. Image Source: Affirm 1Q22 supplemental. In their 1Q22...