Coupang: Taking Amazon's Market Share at All Cost Strategy (Coupang's 2015 Financials Are Out)
Coupang's 2015 financials came out today. This is perhaps the most awaited financials among private companies in Korea. As one of the largest...
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Coupang: Fastest Growing E-Commerce Company in the World
Coupang is perhaps the fastest growing E-commerce company in the world. We highlight five special sauces of what makes Coupang great. Ultra...
621 Views
Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
2.5k Views
CJ O Shopping (035760) For Sale? Why?
For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the...
978 Views
Two Notable Changes in National Pension Service of Korea: Activism Guideline and Delegation of Votes
Last January, National Pension Service (NPS) of Korea, the world's third-largest pension fund, finally announced detailed guidelines of stewardship...
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