Ser Jing Chong of Galilee Investment Management presented his investment thesis on Shopify (Canada/US: SHOP) at Best Ideas 2022.

Thesis summary:

Shopify is an e-commerce enabler run by co-founder and CEO Tobi Lütke, a generational business talent. Shopify thinks and acts for the long term and aims to enrich all its constituents. There is a massive market opportunity — in the form of global commerce — for the company to tackle. As a highly innovative company, plenty of new ways exist for Shopify to add value to customers and grow the business over time.

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About the instructor:

Ser Jing Chong graduated in 2012 from the National University of Singapore’s Engineering Science Programme. From January 2013 to October 2019, Ser Jing served in The Motley Fool Singapore as a writer as well as a co-leader of the investing team. One of his career highlights with Fool Singapore was to help its flagship investment newsletter, Stock Advisor Gold, outperform a global stock market benchmark by nearly 2x over a 3.5 year period. In mid-2020, he co-founded and launched Compounder Fund, a long-term focused global equities investment fund.

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