Why We Don't Own Coupang (CPNG)
Chit Chat Stocks
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The Future of Fulfillment Centers
The company is developing offerings in the two segments they put out in their income statement. And I think it's really interesting or really nice that they're actually generating positive operating income and positive cash flow while still investing in a lot of these things. They might be very unprofitable in a vacuum. But with the third-party and first-party marketplace plus the subscription business plus the advertising business, they can make it work much better than any other competitor in the country. So what are their plans here? What are we seeing? And I guess add-on any follow-ups on the nascent stuff if you have some.
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