After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

071: Coupang Is A Spawner

Aug 18, 2022
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Episode notes
1
Introduction
00:00 • 4min
2
Grocery Delivery
04:14 • 3min
3
Croger
06:56 • 3min
4
Croger Grocery Delivery
10:20 • 4min
5
The Mission of Coupon
14:04 • 2min
6
Coupon Stock Deep Dive
16:22 • 2min
7
South Korea - I Like South Korea for the Density
18:41 • 2min
8
The Coloning Aspect of Coupons
20:53 • 2min
9
Is Coupon the Amazon of South Korea?
23:22 • 2min
10
I Love That We're in a Post Amazon World
25:43 • 2min
11
Doing One Pe Is Hard to Replicate
27:49 • 2min
12
The Group on of South Korea
30:03 • 2min
13
I Love Operating Leverage
32:16 • 2min
14
Operating Leverage - I Love It!
34:31 • 2min
15
What's a Win, Wind, Wind?
36:51 • 2min
16
Coupons
38:39 • 3min
17
What Do You Think About Coupons?
42:00 • 2min
18
The E-Commerce Market Is Growing at What Rate?
43:51 • 3min
19
I Don't Want to Deal With Specifics, but I Do Want to Deal With Destination Analysis
46:50 • 3min
20
Retail Analysis With Peci With Being Specific
49:57 • 2min
21
The Coupon Story
51:48 • 2min