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My $SHOP trades "The Brian's Commonstock Portfolio"
@brianstoffel and @brianferoldi decided to add to a current position in $SHOP for the first time this week.
I've added another $100 to my $SHOP position
I LOVE this decision by Brian & Brian. Tobi Lutke, Shopify's outstanding CEO, recently owned up to the mistake of expanding too fast for the e-commerce shift caused by the pandemic. The good news, as Brian Stoffel pointed out, is that e-commerce growth is still growing up and to the right, just not as fast as Tobi thought it would. This is a great example of buying low in a stock that does have a wide moat and should keep expanding in the future.
For next week Stock's selection, the Brian's are letting you decide which stock they will be investing in. Well, kind of. You get to pick between:
I wasn't too excited about these three choices, to be honest. I've heard outstanding things about Figs, but I'm worried the TAM could be a little small and I'm not sure how much of a MOAT they really have.
Clear Secure seems like the TAM is small as well and potential privacy concerns.
I don't know anything about KnowBe4.
I voted for Figs and it's currently winning. Please vote and you will help the Brian's decide which stock I invest $100 into next week!
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Brian Feroldi
Brian Feroldi is a financial educator, YouTuber, and author. He has written over 3,000 articles on stocks, investing, and personal finance for the Motley Fool. Brian’s best-selling book "Why Does The Stock Market Go Up?" was published in 2022. It was written to explain how the stock market works in plain English.
Book: https://amzn.to/3JVr9Q0)
Investing checklist: https://www.brianferoldi.com/checklist/
Brian Stoffel is a teacher at heart. Brian has been investing for more than a decade, and he has written more than 4,000 articles for The Motley Fool. Brian plans his life and his investments around “antifragile” principles.
DISCLAIMER:
All content on this channel is for discussion, education, entertainment, and illustrative purposes only and should not be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel.
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