Lou Whiteman
👤 SpeakerAppearances Over Time
Podcast Appearances
The trucks are full already.
The problem is that there's not enough distribution centers and I don't know how AI solves that, but we'll see, I guess.
If your timeline is long enough, maybe.
I don't know.
Going straight to cell phones, you don't have to worry about it plowing into a bunch of other drivers.
Yeah, we're heading all sorts of directions.
How fast we get there, we'll see.
I mean, I would echo almost everything you guys said about, I'm a shareholder, I'm not worried here, but valuation does keep me from buying.
I think they're a long-term winner.
And look, at the end of the day, valuation is your ability to grow over what timeframe, right?
So I do think there's an argument to be made that if you're a long-term holder, you can do okay here, but I would probably not add to it unless it falls from here, just because I do think
Nobody knows what's going on.
We just talked about it.
It's shoot first, ask questions later.
I don't think you can say buy in now and it goes straight up from here.
I don't know if I necessarily want to catch this right now, but I lose sleep about a lot of things, guys.
I'm not losing sleep over my Shopify shares.
It certainly is interesting, isn't it?
It's certainly worth noting.