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

071: Coupang Is A Spawner

Aug 18, 2022

53:34

Highlights

AI Chapters

Episode notes

Operating Leverage - I Love It!

02:20

What's a Win, Wind, Wind?

01:48

The Group on of South Korea

02:13

Introduction

4min

Grocery Delivery

3min

Croger

3min

Croger Grocery Delivery

4min

The Mission of Coupon

2min

Coupon Stock Deep Dive

2min

South Korea - I Like South Korea for the Density

2min

The Coloning Aspect of Coupons

2min

Is Coupon the Amazon of South Korea?

2min

10.

I Love That We're in a Post Amazon World

2min

11.

Doing One Pe Is Hard to Replicate

2min

12.

The Group on of South Korea

2min

13.

I Love Operating Leverage

2min

14.

Operating Leverage - I Love It!

2min

15.

What's a Win, Wind, Wind?

2min

16.

Coupons

3min

17.

What Do You Think About Coupons?

2min

18.

The E-Commerce Market Is Growing at What Rate?

3min

19.

I Don't Want to Deal With Specifics, but I Do Want to Deal With Destination Analysis

3min

20.

Retail Analysis With Peci With Being Specific

2min

21.

The Coupon Story

2min

Coupang is a spawner, and twelve other reasons why I like Coupang.

DJY Research Coupang - https://djyresearch.com/2022/04/12/coupang/

Twitter - https://twitter.com/afterinvestor

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