Coupang (CPNG US): A Temporary Glitch?
In the book Free Capital, the private investor Vernon talks about his strategy of buying growth stocks when they encounter "glitches" – temporary...
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A Visit to Daiso in Seoul - A Retail Giant Crushing the Competition
I recently visited Daiso near Seoul Station. Daiso is one of the few off-line stores that has been crushing the competition in Korea in the past...
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Coupang’s 24.7 Million Customer Engine: Is The Post-Incident Recovery Finally Taking Hold?
Coupang’s second-quarter 2026 results reflect a complex recovery phase following a disruptive data incident that affected customer behavior and...
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Primer: Coupang (CPNG US) - Aug 2026
Dominant Market Leader with a Deep Moat: Coupang is the definitive e-commerce leader in South Korea, commanding a significant market share of...
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South Korean REITs May Have Bottomed
There are signs that the South Korean REIT market may have bottomed in the past 3-6 months after significant market underperformance from 2021 to...
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