Episode Details

Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle.

(00:20) Tim Beyers and Deidre Woollard discuss: - If Shopify is actually a fintech now. - The imbalance in Etsy’s platform. - How MercadoLibre’s services are taking over Latin America.

(22:06)  Jason Moser and Matt Frankel break down some of the stocks that help them sleep well at night.

Companies discussed: PINS, O, BRK, PSA, MKC, HD, ETSY, MELI, SHOP

Host: Deidre Woollard Guests: Tim Beyers, Matt Frankel, Jason Moser Producer: Mary Long Engineer: Dan Boyd

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