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Billionaire investors are rotating out of Amazon.
Billionaire investors are rotating capital out of Amazon stock and reallocating it to Shopify.
KEY POINTS
- Shopify's recent margin improvements and disciplined growth have increasingly attracted institutional investors.
- Shopify is abandoning capital-intensive logistics projects to refocus on its core software platform.
- Shopify's defensive moat now drives recurring subscription revenue, boosting its long-term financial predictability.
COMPANIES
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