IPH #90: Coupang Rescues Farfetch; Buying Quality At a Reasonable Price; Selling Winners Early
Chit Chat Stocks
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The Coupon-Far Fetch Acquisition: Surprising Stock Reaction and Potential Synergies
The chapter explores the recent acquisition of Far Fetch by Coupon, discussing the stock reaction and potential synergies between the two companies in the luxury e-commerce market. The speakers also emphasize the importance of trusting the management team in surprise deals and mention the involvement of Green Oaks and concerns about consolidation under Coupang.
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