Podcasts about Coupang

Today's guest is Neil Mehta, founder of Greenoaks Capital. In 2012, aged 27, Neil left D.E. Shaw to start Greenoaks with his friend Benny Peretz. One of their first investments was in Coupang, a South Korean e-commerce company led by founder Bom Kim. Neil was so convinced of Coupang's potential that he invested 40% of their initial $50 million fund into the company—a bet that eventually returned about $8 billion. Over its first 13 years, Greenoaks has backed legendary companies like Figma, Wiz, Carvana, Stripe, Discord, Rippling, and Toast—generating over $13 billion in gross profits with a 33% net IRR. Henry Kravis, one of Neil's early investors, describes him as "extremely disciplined" with "exceptional timing" who has "gone against the tide many times." Greenoaks operates with remarkable concentration: just 55 core companies across nearly $15 billion in assets, managed by only nine investment professionals. Their approach reflects their singular pursuit: finding companies that will become a meaningful part of the S&P 500. In our wide-ranging conversation, Neil shares this mission along with his framework for identifying exceptional founders, his concept of "jaw-dropping customer experiences," and how his grandfather's gun shop in India shaped his appreciation for builders of all kinds. Please enjoy my excellent conversation with Neil Mehta. Neil Mehta's Profile in Colossus Review. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. –  This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:06:32) Connecting Craftsmanship to Career (00:07:45) The Concept of Jaw Dropping Customer Experience (JDCE) (00:09:48) Building a Successful Business: The Coupang Case Study (00:17:26) The Importance of Founders & Business Models (00:30:05) Greenoaks' Unique Approach to Venture Capital (00:37:54) A Memorable Encounter with Henry Kravis (00:40:52) Early Career and Lessons from Hong Kong (00:44:53) The Partnership with Benny (00:50:28) Navigating the Competitive Landscape (00:59:14) High Conviction Investments: TripActions, Rippling, and Carvana (01:07:00) Investment Strategy and Company Evaluation (01:13:23) Adventures in Emerging Markets (01:17:09) Challenges and Lessons Learned (01:26:16) Personal Values and Community Impact (01:32:16) The Kindest Thing Anyone Has Ever Done For Neil

Tu veux partir vivre à Séoul ou tu es tout simplement curieux(se) de la vraie vie là-bas ? Dans cette vidéo, je te raconte tout ce que j'aurais aimé savoir avant de partir en Corée du Sud :

Can you name the health and wellness retailer that generates between four to five times more revenue selling categorical products online than the combined efforts of GNC and The Vitamin Shoppe? And here's a hint for you…it's not Amazon! Since the bulk of my audience is located within the United States, I'm going to assume that iHerb probably wasn't the first health and wellness online retailer that popped into your head. So, despite its massive multibillion-dollar success…iHerb isn't widely known in the U.S. market, mostly because the vast majority of its commercial activity happens internationally. But before blooming into a global powerhouse, iHerb began almost three decades ago as a Yahoo store selling St. John's Wort supplements online. And after the founder forgot to disable the international orders feature when the website launched, iHerb started getting orders from countries like South Korea. But rather than turning off the feature, iHerb decided to start fulfilling them. As sales started to grow, iHerb opened its first fulfillment center in 2002…marking the beginning of a strategic expansion that will soon include nine state-of-the-art logistics operations across the United States, Asia, and the Middle East. And because of its relentless focus on revolutionizing logistics solutions, iHerb can serve the health and wellness needs of customers located in 180 countries…maintaining an average global shipping time of less than five days and offering free shipping in 80 countries. Moreover, iHerb strives to create a localized shopping experience by translating its shopping platform into 22 languages and accepting more than 80 different currencies. Furthermore, iHerb has expanded its online marketplaces presence…reaching more consumers worldwide through 25 digital stores on platforms like Amazon, Tmall, Rakuten, and Coupang. But after a 22-year long journey, from selling a single supplement product to becoming a global leader in the health and wellness industry…iHerb surpassed $1 billion in annual sales. And while that was an enormous accomplishment, it only took iHerb six more years to reach $2 billion in annual sales. In fact, iHerb exceeded $2.4 billion in net sales last year…reflecting a YoY growth of 14.5%. And then for the final portion of my latest first principles thinking content, I'll briefly share my professional experience with iHerb, but more importantly provide a helpful geographical expansion strategic framework (that includes how to best leverage iHerb) for all my brand operators within the intersecting CPG categories of functional foods, functional beverages, and nutritional supplements.

SaaStr 793: The 10-Point Checklist For When You Sell Your Company with David Frankel Managing Partner at Founder Collective and SaaStr CEO and Founder Jason Lemkin David Frankel is Managing Partner at Founder Collective, a successful seed fund with investments in companies like The Trade Desk, Olo, and Coupang. With decades of experience as both a founder and investor, David brings a unique perspective to the often-misunderstood process of selling a company. He openly admits that many of his past exits were mistakes, which makes his advice on the topic particularly valuable. He joined SaaStr Workshop Wednesday LIVE to do a deep dive with Jason Lemkin on his 10 Point Checklist when you sell your startup. -------------------------------------------------------------------------------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------

On this episode of Chit Chat Stocks, Brett and Ryan each force-rank their personal portfolio stocks from least favorite to top stock they'd buy today. We discuss: (03:46) Ranking Stocks: Methodology and Approach(05:15) Stock Analysis: Semrush and Autodesk(07:38) Ally Financial: Challenges and Future Outlook(11:31) Middle of the Pack: Adobe, O'Reilly, and More(18:06) Top Stocks: Amazon, Nelnet, and Alphabet(29:33) Exciting Opportunities: Grupo Aeroportario and Coupang(33:05) Home Builders and Consumer Trends: D.R. Horton(36:12) Philip Morris: A Bulletproof Investment(37:52) Investing in Remitly: A Digital Remittance Leader(41:00) Investment Ranking Methodology: A Structured Approach(41:55) Gogo: Analyzing Market Position and Future Potential(45:45) Philip Morris: Navigating the Tobacco Landscape(47:49) Nintendo: Anticipating the Switch 2 and Market Dynamics(51:37) Mexican Stock Exchange: Opportunities and Challenges(53:33) Portillo's: Turnaround Strategy and Market Expansion(56:43) Pacifico Airports: Growth in Mexican Aviation(59:22) Coupang: E-commerce Growth and Competitive Advantages*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.*********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this Dialogue episode of The Synopsis, we  give an update on Coupang and Perimeter Solutions. Check out our written business updates for $CPNG and $PRM below!  Coupang 4Q24 Business Update  Perimeter Solutions 4Q24 Business Update  For full access to all of our updates and in-depth research reports, including our Airbnb and Evolution Extensive Research Reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro (1:02) — Coupang 4Q Update (27:35) — Perimeter Solutions 4Q Update   -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CPNG and PRM. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and PRM. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:18) Celsius Acquisition and Market Dynamics(06:26) Coupang Earnings and Growth Potential(15:29) Costco Valuation Insights(24:24) Comparing Booking Holdings and Airbnb(32:42) Airbnb's Growth Potential(35:52) Comparing Portillo's and CAVA Earnings(43:20) AppLovin's Controversial Business Practices(51:37) Bubble Watch: Market Trends and Insights(59:04) Remitly's Business Model and Future Prospects*****************************************************JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond's yield is a function of its market price, which can fluctuate; therefore a bond's YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

In this episode of Market Mondays, we dive into some of the most pressing topics shaping the worlds of investing, technology, and politics. We start by discussing the controversial Trump Meme Coin—should people invest in it, even if they don't align with his agenda? Next, we tackle the TikTok ban and reversal, as Apple and Google removed the app but later reinstated it. What does this mean for the platform's future and its impact on investors? We also explore the presence of big tech CEOs at the inauguration, with the notable absence of Elon Musk, and analyze who stands to benefit most from this political alignment.An audience member asked about 2x leveraged ETFs as a long-term strategy for young investors, and we shared our thoughts on whether it's a smart move. We also reviewed Barron's stock picks of the year, diving into companies like Coupang, Affirm Holdings, J.M. Smucker, Philip Morris, and more, offering our insights on which ones might be worth considering. Special guest 19 Keys joined the conversation to discuss the TikTok ban reversal, Trump's return to power, and how these events could shape the market.We also delved into the brewing tech wars, questioning whether Mark Zuckerberg is being used as a weapon to challenge Apple's dominance. Finally, we circled back to Trump's meme coin and what it means for investors. Don't miss this episode filled with actionable insights and deep discussions on the intersection of business, technology, and politics.#MarketMondays #InvestingTips #TrumpMemeCoin #TikTokBan #BigTech #BarronsStockPicks #AppleVsMeta #19Keys #StockMarketInsights #YoungInvestors #ETFsSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In today's episode, Shawn O'Malley (@Shawn_OMalley_) tells the story of Coupang, the “Amazon of South Korea.” Coupang's Bom Kim is an impressive founder & CEO who has led the company to incredible growth, with almost half of South Korea's population becoming active customers of Coupang. And Coupang's overnight delivery actually puts Amazon to shame, while few companies create as much value for customers as Coupang does with its RocketWOW memberships, which are similar to Amazon's Prime subscriptions. But how well does this all translate into value for Coupang's shareholders? In today's episode, you'll learn the origin story behind Coupang, how its business model works, why its stock has flopped since IPOing in 2021, how Shawn thinks about its valuation, and whether he wants to add it to The Intrinsic Value Portfolio, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:51 - How Coupang captured the hearts — and wallets — of South Koreans 05:06 - Why Bom Kim founded Coupang  22:03 - What's behind Coupang's shift into luxury e-commerce 33:11 - Why Coupang is planning to expand more in Taiwan and what went wrong in Japan 38:40 - Which legendary investors have invested in Coupang 40:28 - How a negative cash conversion cycle supports Coupang's free cash flows 42:34 - In what ways Temu and Alibaba are threatening Coupang 45:53 - How to think about Coupang's intrinsic valuation 49:41 - Whether Shawn is adding Coupang to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for The Intrinsic Value Newsletter. Coupang's pitch on the Value Investors Club forum. Check out Miller Value Partners on Coupang. Quartr's breakdown of the Coupang story. Coupang's AI-powered fulfillment center. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

On this Dialogue episode we give an update on two of our companies: Copart and Coupang! We talk about Coupang's new entrance into the luxury market and two call options for Copart. Plus a short diatribe on Temu and Aliexpress.  You can read the 3Q24 business update on Coupang here and on Copart here. *Note: it is Copart's 1Q25 fiscal year*  *Apologies, but it seems the mic recorded lower sound quality at times. We will fix it for future episodes*   *~*~*~*~*~*~*~*~*~*~*~* For Coupang and Copart we have an in-depth, company-specific episode. These are evergreen and extremely comprehensive deep dives on each company.  Listen to the Coupang ($CPNG)Company Podcast Episode here: (Apple, Spotify) Listen to the Copart ($CRPT) Company Podcast Episode here: (Apple, Spotify) *~*~*~*~*~*~*~*~*~*~*~* *Mentioned Memos* Read one of our most popular memos on Wish here: The Future of Ecommerce That Wasn't: An In-depth Look into What Went Wrong with Wish Listen to our Dialogue Podcast on Wish here: Apple, Spotify  -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro Coupang (0:56) — Coupang (10:34) — Cash Flow Dynamics (14:45) — Taking on the Luxury Market (18:11) — The Lower End Market Threat with Temu and AliExpress (23:30) — New markets and growth opportunities Copart (28:28) — Copart (34:56) — Long Term Growth Rate Variables (35:46) — Annoying Copart Question (38:51) — Their Big Call Option (48:09) — International (50:42)— Valuation Three Ways (1:21:00) Another Call Option -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Wir freuen uns an Feedback über aaa@welt.de. In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Samsung im Ausverkauf, eine Hoffnungs-Rallye bei Janux und den absurdesten Rekord, den der Finanzplatz Deutschland je gesehen hat. Außerdem geht es um iShares MSCI South Korea (WKN: A0HGWD), Samsung Electronics, Sk Hynix, Coupang, United States Steel, Nippon Steel, AT&T, Apple, Zscaler, Palantir, Janux Therapeutics, Transmedics, Salesforce, Okta, Marvell, Intuitive Machines VW, Bayer, SAP, Siemens, Deutsche Telekom, Allianz und Münchener Rück, Porsche AG, ExxonMobil, Chevron, ConocoPhillips, iShares S&P 500 Energy Sector (WKN: A142NX), iShares Oil and Gas Exploration&Production (WKN: A1JKQL), Canadian Natural, EOG, Hess, iShares S&P 500 Utilities Sector (WKN: A142N3), Xtrackers Artificial Intelligence and Big Data (WKN: A2N6LC), Nvidia, Microsoft, Amazon, Alphabet, VanEck Uranium and Nuclear Technologies (WKN: A3D47K), ishares S&P 500 Communication Sector (WKN: A2JQ2H), Xtrackers MSCI USA Consumer Discretionary (WKN: A1W9KB), SPDR S&P US Financials Select Sector (WKN: A14QB1) und Xtrackers MSCI USA Banks (WKN: A2N6AF). Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

電商界的年度大戲「雙11」剛過去，這集節目，我們就來談談台灣的電商大戰！台灣網路產業發展早期在許多方面都走在中國前面，然而，隨著中國電商市場快速崛起，加上韓國電商酷澎(Coupang) 大舉進入台灣，台灣電商如今局面顯然大大不同。 從 C2C 到 B2C 再到 D2C，台灣電商市場經歷了三階段的改變之後，為什麼 D2C 模式是台灣電商未來的重要方向？在虛實融合（Online-Merge-Offline, OMO）趨勢下，台灣市場的消費行為將有哪些改變？此外，韓國電商巨頭酷澎 (Coupang) 進軍台灣掀起B2C新戰局，momo將會受到多大衝擊？面對酷澎的挑戰，台灣電商業者又該如何應對？ 主持人：天下雜誌總主筆 陳良榕 來賓：TiEA協會理事長、91APP董事長 何英圻 製作團隊：李洛梅、劉駿逸 ＊免費下載《天下每日報App》體驗1個月：https://bit.ly/3wQEJ4P ＊訂閱阿榕伯科技電子報：https://bit.ly/42A6BWj ＊意見信箱：bill@cw.com.tw -- Hosting provided by SoundOn

台灣電商大戰進入生死決戰時刻！統一入主搖搖欲墜的網家PChome，台灣實體零售霸主衝刺 虛實整合，能不能在與momo跟韓國酷澎的決鬥中殺出血路登頂呢？從日本電信公司KDDI買 Lawson，來看為什麼虛實整合是電商唯一出路，連遠傳徐旭東都想要買下網家！ 你今年雙11也買淘寶了嗎？淘寶補貼20億入侵北捷車站整片橘通通！但今年可能是史上最慘 的雙11？中國電商業者的狼性擴張踢到鐵板了嗎？ ☆ 全球最強運宮廟帽☆超級新色現貨到

Derek's guest this week is Whitney Johnson: Innovation and disruption theorist, keynote speaker, best-selling author, executive and performance coach.Whitney shares her unique journey and key concepts about how to motivate your employees from her book "Build an A Team: Play to Their Strengths and Lead Them Up the Learning Curve".Whitney Johnson was named one of the world's fifty most influential management thinkers by Thinkers50 in 2017.She is the author of the bestselling Build an A Team (Harvard Business Press, 2018), a Financial Times and CEO Read, Book of the Month, and the critically-acclaimed Disrupt Yourself: Putting the Power of Disruptive Innovation to Work (2015). Publisher's Weekly described it as "savvy...often counter-intuitive...superb" while the Boston Globe called it the "'What Color is Your Parachute?' career guide for the entrepreneurial age."Through writing, speaking, consulting and coaching, Whitney works with leaders to retain their top talent, to build an A team, and to help them earn the gold star–be a boss people love.She formerly was the co-founder of the Disruptive Innovation Fund with Harvard's Clayton Christensen, where they invested in and led the $8 million seed round for Korea's Coupang, currently valued at $5+ billion. She was involved in fund formation, capital raising, and the development of the fund's strategy. During her tenure, the CAGR of the Fund was 11.98% v. 1.22% for the S&P 500.She is also formerly an award-winning Wall Street analyst. She was an Institutional Investor-ranked equity research analyst for eight consecutive years, and was rated by Starmine as a superior stock-picker. As an equity analyst, stocks under coverage included America Movil (NYSE: AMX), Televisa (NYSE: TV) and Telmex (NYSE: TMX), which accounted for roughly 40% of Mexico's market capitalization.Whitney is a frequent contributor for the Harvard Business Review, she has over 1.5 million followers on Linkedin, was named one of LinkedIn's Top Voices in the Influencer category for 2018, and her LinkedIn course The Fundamentals of Entrepreneurship has 1 million+ views.She is a member of the original cohort of Marshall Goldsmith's #100 coaches.Learn more at https://whitneyjohnson.com/

With the US officially kicking off their election season, what do we understand about how markets are positioning themselves? And what are some areas of the market that can potentially move big on either a Harris or Trump win? Learn more with Dan Koh and Ryan Huang as they break down the latest headlines.  See omnystudio.com/listener for privacy information.

I'm so excited to share this special 20 min episode stack as a highlight with a powerful message. I'm publishing this curation to help you make the most of your time. The episode features segments from the episode 033, 034, & 035 featuring Whitney Johnson and the following Aftercast & Solocast. https://richie.libsyn.com/whitney-johnson-tools-to-thrive-during-disruption ====== To fear or create. Richie Norton interviews world-renowned expert Whitney Johnson about tools to thrive during disruption. Whitney recently, writes, "But as novel as the novel coronavirus is, there is nothing new about trouble and challenge. I think when we succumb to fear and the paralysis or overreaction that it can stimulate, we are more likely to abandon the ship than to have it simply sink on its own." Whitney Johnson explains, "Resources are meant to be used. Let's keep the resources circulating and at work. Let's keep living. Invest in the future. It will affect everything we do and are. And our children. Our children's children. There will be opportunities for new growth; if we look for those and embrace the constraints (can't travel, must telecommute, lost half the budget, have to start again in a new place or start a new business, etc.) we will emerge from this perhaps historic moment better prepared for the challenges of the future. Which will come. Innovation is the happy fruit of the resourcefulness demanded by hard times."   Whitney Johnson is the CEO of WLJ Advisors and one of the 50 leading business thinkers in the world as named by Thinkers50. She is an expert on helping high-growth organizations develop high-growth individuals. Whitney is an award-winning author, world-class keynote speaker, frequent lecturer for Harvard Business School's Corporate Learning and an executive coach and advisor to CEOs. She is a popular contributor to the Harvard Business Review, has 1.7 million followers on LinkedIn, where she was selected as a Top Voice in 2018, and her course on Fundamentals of Entrepreneurship has been viewed more than 1 million times. In 2019, she was ranked #3 on the Global Gurus' Top 30 Organizational Culture Professionals. In 2017, she was selected from more than 16,000 candidates as a “Top 15 Coach” by Dr. Marshall Goldsmith. An innovation and disruption theorist, she is the author of the bestselling Build an “A” Team: Play To Their Strengths and Lead Them Up the Learning Curve, and the critically-acclaimed Disrupt Yourself: Putting the Power of Disruptive Innovation to Work.  In these books, she codifies her frameworks for developing high-growth individuals and organizations – the Personal Disruption and the S Curve of Learning frameworks. Whitney was the cofounder of the Disruptive Innovation Fund with Harvard Business School's Clayton Christensen, through which they invested in and led the $8 million seed round for South Korea's Coupang, currently valued at more than $9 billion. She was involved in fund formation, capital raising, and the development of the fund's strategy. As a former award-winning Wall Street stock analyst, Whitney understands momentum and growth. She was an Institutional Investor–ranked equity research analyst for eight consecutive years and was rated by StarMine as a superior stock picker. Whitney hosts the weekly Disrupt Yourself podcast, publishes a popular weekly newsletter, and she is married with two children. The interview takes place on March 16, 2020 just as the USA wakes up to the impacts and implications of COVID-19 and social distancing becomes the new normal. Gathering places like restaurants and event are closed down. The nation is being asked to not meet in groups larger than 10. Major cities worldwide are shutting doors, countries shutting borders and the future is unknown. COVID-19 carriers are rarely speaking up. The world fears contracting the Coronavirus and little is known about what to do if you do.   ADDITIONAL RESOURCES:   RICHIE NORTON SHOW COMMUNITY:https://www.facebook.com/groups/richiepodcast      RICHIE NORTON SHOW NOTES AND RESOURCES: http://www.richienorton.com/      RICHIE NORTON SOCIAL:      INSTAGRAM: https://www.instagram.com/richie_norton LINKEDIN: http://www.linkedin.com/in/richardnorton FB: https://www.facebook.com/richienorton TWITTER: http://www.twitter.com/richienorton

David Frankel is the Co-Founder and Managing Partner of Founder Collective, one of the best seed firms of the last decade. David has led rounds in companies such as Suno, Coupang, SeatGeek and PillPack (sold to Amazon for ~$1B). Previously, David was Co-Founder and CEO of Internet Solutions (IS), the largest ISP in Africa, ultimately acquired by NTT Japan. David has been named to the Midas List six times. In 2023, he was #11 and in 2024, he appeared at #15 on the Midas List of the world's best venture capital investors and at #2 on the Midas list of seed investors.  10 Questions With One of the World's Best Seed Investors: 1. Reserves: Why are reserves the hardest part of venture? What have been David's biggest lessons in how to do them well? 2. Why does David believe that pro-rata is the original sin of VC?  3. Has DPI died in 2024? Is PE the salvation for the VC exit market and liquidity? 4. Why does David believe LPs are so pissed of with VCs right now? What will change that? 5. When will IPO markets open? Are M&A markets shut? What would cause them to open? 6. How does David reflect on price today? When will he pay up and break his rules? 7. Biggest lessons for David on knowing when is the right time to sell? Why does David believe you should never sell your winners? What has David sold that he regrets most? 8. What companies returned the most to Founder Collective Funds? Uber? Coupang? Airtable? The Trade Desk? What did he learn from those mega hits? 9. What have been David's biggest losses? How did losing the company change his mindset and approach to investing? 10. What does David believe is the future of venture capital? How can seed funds play in a world of mega multi-stage funds? Who wins? Who loses?      

Coupang (CPNG) closed on its highest stock price since January 2022. The Korean e-commerce company got a double-upgrade from Bernstein partially from Coupang buying companies that expand its sales potential. George Tsilis looks at how it can further expand its reach in the industry. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

S&P futures are indicating a higher open today, up +0.13%. Asian markets finished Monday trading mixed, and European equity markets are also mixed in early trades. For today's highlight, the PBOC left the MLF rate unchanged while draining a net CNY101B after a delayed operation. The yuan's midpoint fixing is the strongest since mid-June, with policymakers focusing on preventing sharp appreciation. Economists have lowered their 2024 forecasts for China's inflation, investment, and consumption due to weak domestic demand, despite expected rate cuts. Retail sales growth is projected at 4%, the lowest outside the pandemic, and fixed asset investment is down to 4.2%. The CPI forecast is reduced to 0.5%. Companies Mentioned: Intel, Visa, Carlyle, Blackstone, Paramount Global, Coupang

Indexes tacked on more gains to last week's stellar returns. All 11 sectors of the S&P 500 were up and tech is back in the lead. Coupang cleared an early entry at 23 and is on its way to a 52-week high. Spotify had a milder, but still strong move from a tight area and Apple is on the threshold of a buy point.

In this episode of The Synopsis we read an excerpt from our extensive research report of Coupang! If you prefer to read instead of listen to the memo, you can find access to the article below. Memo Link:  https://www.speedwellmemos.com/p/coupang-business-history  Become a Speedwell Member or Purchase the Coupang Single Report Here The Synopsis Coupang Company Podcast Episode: Apple, Spotify -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Intro (1:05) –Memo Reading Starts (15:32) – Closing Comments -*-*-*-*-*-*-*-*-*-*- Purchase a Speedwell Membership to gain access to Speedwell's Extensive Research Reports, Models, Company Updates, and more.  Speedwell Research's main website can be found here.  Find Speedwell's free newsletter here. -*-*-*-*-*-*-*-*-*-*- Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.In this episode, we are thrilled to be joined by Ben Sun, co-founder of Primary, a seed-stage fund based in New York. Ben shares his journey from investment banking to startup founder, and eventually to co-founding Primary, which has backed companies like Coupang and Jet.Ben provides deep insights into venture math and the intricacies of completing a GP-led secondary. He discusses his background and the inspiration behind starting Primary in 2015. Ben talks about the challenges he faced as a founder and the importance of truly understanding the business as a VC. He explains Primary's hands-on approach, emphasizing the need for a high seed-to-A graduation rate and how their impact team supports portfolio companies.The conversation covers the metrics used to measure success and the importance of waiting for the right investment opportunities. Ben explores the changing landscape of venture capital, strategies for finding alpha and generating returns, and the importance of sector specialization and deep sector expertise. He also touches on deal flow challenges at the seed stage and the role of incubations in lowering the cost basis.So many great nuggets in this episode, enjoy!About Ben Sun:Ben is a Co-Founder and General Partner at Primary. Forbes' Midas List ranks him as one of the top 100 tech investors in the world. His founder-first approach originates from having been one: His experiences cofounding Community Connect, one of the first social networking companies, and LaunchTime, an incubator, inform how he supports founders in the portfolio.Ben focuses his investing activities on primarily consumer-facing companies. Ben has been active in the NYC tech community for over 20 years. Prior to becoming an entrepreneur and investor, Ben worked at Merrill Lynch in the Technology Investment Banking Group, but he really began his career at the age of eight when he worked in his parents' Chinese restaurant.In this episode, we discuss:(01:21) Journey from investment banking to founding Primary Ventures.(03:45) Starting Primary Ventures and focusing on seed-stage investments in New York.(04:12) Emphasis on being hands-on and aligning with founders.(06:34) Roles and functions of the impact team at Primary Ventures.(10:00) Measuring success through surveys and key performance indicators(13:23) The importance of choosing the right investment opportunities and achieving high graduation rates from seed to series A(22:00) How partners wait for the right pitch using an internal rubric(26:57) Benefits of sector specialization, with a focus on fintech expertise(35:00) Strategies for maintaining a low-cost basis and navigating market fluctuations, including secondary sales(41:00) GP-led secondaries and benefits of providing liquidity to limited partners(49:00) Advice for new venture capitalists: support founders and develop a long-term strategyI'd love to know what you took away from this conversation with Lindel. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

השבוע היה לי הכבוד לארח את אבי אייל מ-Entrée Capital. Entrée Capital היא קרן הון סיכון גלובלית שהוקמה בשנת 2010. עם משרדי מטה בתל אביב, ישראל, ועוד משרדים בלונדון וניו יורק, החברה מנהלת למעלה מ-1.25 מיליארד דולר בתשע קרנות. Entrée Capital משקיעה במגוון רחב של תחומים בינהם AI, דאטה, Deep Tech, פינטק, סייבר, SaaS ועוד, ותומכת בסטארטאפים חדשניים משלבי pre-seed ועד שלבי צמיחה. פורטפוליו החברה הרחב כולל מעל 180 חברות בולטות, כגון Deliveroo, Coupang, Riskified ,monday.com, Rapyd, Talon Cyber, Coupang, HiBob, Gusto, Breezometer, Glovo, BlueWhite Robotics, Stripe, NVision, Stash, Mesh Payments, Perimeter81 and PillPack. חברות הפורטפוליו של Entrée Capital מגיעות לשווי כולל של מעל 335 מיליארד דולר ופועלות בשווקים גלובליים מגוונים כולל ארה"ב, בריטניה, אירופה, ישראל, אוסטרליה, אפריקה, הודו, ואיחוד האמירויות הערביות. Entrée Capital הצליחה להביא ליותר מ-33 אקזיטים והנפקות ציבוריות, עם הנפקות משמעותיות בשנת 2021, כולל Deliveroo, Cazoo, Coupang, Riskified ו-monday.com. עם 18 חברות יוניקורן בפורטפוליו, החברה מוכרת בזכות השפעתה המשמעותית והמנהיגות שלה בעולם הון הסיכון. הקרן דורגה כקרן הרביעית הבולטת ביותר באירופה על ידי Dealroom.co, הקרן הפעילה ביותר בישראל על פי IVC, ומייסד החברה, אבי אייל, נבחר להיות המשקיע המוביל באירופה ובמזרח התיכון ברשימת Forbes Midas Europe 2024.   (*) ללינקדאין שלי: https://www.linkedin.com/in/guykatsovich/ (*) לאינסטגרם שלי: https://www.instagram.com/guykatsovich/ (*) עקבו אחרינו ב"עוד פודקאסט לסטארטאפים" וקבלו פרק מדי שבוע: ספוטיפיי:https://open.spotify.com/show/0dTqS27ynvNmMnA5x4ObKQ אפל פודקאסט:https://podcasts.apple.com/podcast/id1252035397 גוגל פודקאסט:https://bit.ly/3rTldwq עוד פודקאסט - האתר שלנו:https://omny.fm/shows/odpodcast ה-RSS פיד שלנו:https://www.omnycontent.com/.../f059ccb3-e0c5.../podcast.rssSee omnystudio.com/listener for privacy information.

We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike's faulty update and the $30B shaved off the company's market cap.  (00:21) Jason Moser and Matt Argersinger discuss: - The impact of the global IT outage, where it will show up financially and how Crowdstrike responded. - Why the market is down on Tesla's profitability - How Spotify's stellar run is continuing and why dividend investors might want to keep an eye on UPS.  (19:11) Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space. (31:18) Jason and Matt break down two stocks on their radar: Twilio and Coupang. Stocks discussed: CRWD, MSFT, TSLA, CMG, SPOT, UPS, NVDA, TWLO, CPNG. Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, David Gardner, Emily Flippen Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Avi Eyal is Co-Founder and Managing Partner of Entrée Capital, an early-stage VC fund with a portfolio including the likes of Monday.com, Stripe, Coupang, PillPack, and Snap. From their $15M investment into Monday, Entrée distributed a whopping $1.5BN, one of their $45M funds is a whopping 37x DPI. Avi is one of the greatest venture investors you might not have heard about. In Today's Episode with Avi Eyal We Discuss: 1. The Biggest BS "Rules" in Venture Capital: Why does Avi believe that it is BS for every deal to need to be a homerun and return the fund? Why does Avi believe that signalling is real and it is BS to suggest otherwise? Why does Avi believe that it is BS that ownership is crucial to make mega venture returns? Why does Avi believe that you do not have to win every deal to be one of the best in venture? Why should venture investors not manage the positions of their companies when they go public? Why is it BS to think they have asymmetric information when the company goes public? 2. What Makes the Best Founders: Does Avi prefer first or second time entrepreneurs? Why? Would Avi rather back a founder that is an expert in a market or one that is new to a market and has the naivety to not know what is hard? Are the best CEOs the best fundraisers? How does Avi rank the following when investing; team, market, traction and technology? When Avi has misread a founder, what was it that he missed? 3. The Biggest Hits and Biggest Misses: Monday: How did Avi build such a large position in Monday over time? How did a Series A lead dropping out leading to a $250M gain for Entree? Stripe: Avi has now sold all of his Stripe position. Why? What is the three step process for Avi in selling positions? How does he know when to and what is the right amount? PillPack: Avi made $15M from PillPack's exit. What did that teach Avi about ownership? Cazoo: How was Avi the only one to make money from Cazoo? How did Avi's sell strategy help him make millions when everyone else did not sell?  

Join us as we bring together a group of innovative Amazon sellers from South Korea who share their unique insights and strategies in e-commerce. We introduce James Park, making his debut on an English podcast, who takes us through his fascinating journey from studying food science engineering in Korea and biology in Germany to working in the cosmetics industry. His story unfolds with a transition from traditional employment to launching his own e-commerce business, inspired by watching our other guest, Bopyo Park, on YouTube. Our conversation continues with an exploration of the Seller Kingdom community, a dedicated space for Korean Amazon sellers. We dive into current trends among Korean sellers, such as the increasing preference for sourcing K-beauty and K-food products from Korea. Additionally, we highlight the Korean e-commerce landscape, mentioning platforms like Coupang and Naver Smart Store, which offer promising opportunities for third-party sellers. We also consider the potential and challenges for foreign sellers looking to enter the Korean market, emphasizing cultural differences and pricing strategies. Finally, we explore advanced marketing strategies for Amazon sellers, focusing on optimizing PPC campaigns and enhancing product listings. We discuss the importance of auditing accounts, understanding market trends, and leveraging tools like Helium 10 for deeper insights. Unique approaches such as using search term reports and Google trends to inform listing updates are highlighted. We also introduce the Seller Kingdom Seoul Conference, an event aimed at connecting Amazon service providers with Korean sellers. The episode wraps up with a casual conversation about favorite Korean dramas and recommendations, providing a light-hearted end to a content-rich discussion.   In episode 574 of the Serious Sellers Podcast, Bradley, Bopyo, and James discuss: 00:00 - Amazon Sellers From South Korea 00:12 - Helium 10 Chrome Extension Demand Analyzer 04:41 - Career Aspirations and Education Paths 07:44 - Korean Amazon Sellers and E-Commerce Growth 13:41 - Finding Korean Amazon Seller Partners 16:54 - Innovative Marketing Strategies for Amazon Sellers 19:11 - Utilizing Trends for Business Growth 24:39 - Amazon PPC and AI Strategies for Amazon Sellers  30:13 - Korean Ramen and Silicone Manufacturing 35:54 - K-Drama Discussion with Bradley and Guests

Cracker Barrel is trading lower than it did when its restaurants were shut down during the pandemic. (00:21) Bill Mann and Ricky Mulvey discuss Nvidia becoming the most valuable company, and review turnaround plans for Cracker Barrel sent in by Motley Fool Money listeners. Plus, (13:55) Alicia Alfiere and Mary Long take a look at Coupang, a dominant e-commerce company in South Korea. Companies discussed: NVDA, MSFT, CBRL, WDFC, CPNG Host: Ricky Mulvey Guests: Bill Mann, Mary Long, Alicia Alfiere Engineer: Dan Boyd Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account (edited) Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, we are breaking down the South Korean e-commerce giant Coupang. If we ran through the taxonomy of investor interests, this Coupang conversation checks many boxes on that list. It is a founder-owned and operated business, a business that went through a massive pivot years into existence, a business that's replicating the Amazon model to success, and a business with healthy debates on the TAM & financial trajectory going forward. Our guest today is Drew Cohen from Speedwell Research. We want Business Breakdowns to be the most efficient way for you to learn about a company, so we pack that information as densely as possible into about an hour of each episode, but if you are itching for more on Coupang, check out Drew's full report at speedwellresearch.com. Please enjoy this Breakdown of Coupang. Register for the Business Breakdowns x Founders Conference. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Public: Invest in stocks, bonds, options, crypto, and more in one place. A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Follow us on Twitter: @JoinColossus | @ReustleMatt | @domcooke | @zbfuss  Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:04:52) An Overview of Coupang (00:07:49) Coupang's Founder Story (00:10:46) The Pivot to Amazon Model (00:13:49) Coupang's Logistics and Delivery Innovations (00:17:32) Coupang's Market Position and Competition (00:25:24) Consumer Behavior and Market Dynamics (00:34:15) Understanding Gross Margins and GMV (00:36:48) Operating Leverage and Logistics Infrastructure (00:38:06) Future Growth and Market Expansion (00:41:30) Advertising and Brand Dynamics (00:48:59) Competitive Landscape and Risks (00:56:12) Valuation and Market Perception (00:59:15) Key Lessons from Coupang's Success

------------------------------- 通勤學英語VIP加值內容與線上課程 ------------------------------- 通勤學英語VIP訂閱方案：https://open.firstory.me/join/15minstoday VIP訂閱FAQ: https://15minsengcafe.pse.is/5cjptb 社會人核心英語有聲書課程連結：https://15minsengcafe.pse.is/554esm ------------------------------- 15Mins.Today 相關連結 ------------------------------- 歡迎針對這一集留言你的想法： 留言連結 主題投稿/意見回覆 : ask15mins@gmail.com 官方網站：www.15mins.today 加入Clubhouse直播室：https://15minsengcafe.pse.is/46hm8k 訂閱YouTube頻道：https://15minsengcafe.pse.is/3rhuuy 商業合作/贊助來信：15minstoday@gmail.com ------------------------------- 以下是此單集逐字稿 (播放器有不同字數限制，完整文稿可到官網) ------------------------------- It's been more than half a year since we last talked about Coupang. In their first quarter earnings call, the stats about their growth in Taiwan gives us some insight about when would be the best itme to start shopping on Coupang. Lydia joins me this week to share some interesting stats from Coupang's earning call and cover the terms they often use in the business. If you are also a digital marketer, comment down below and share with us your thoughts of Coupang in Taiwan, and we will give you a shout out in the next episode! Hope you will enjoy this episode with us as much as we enjoyed producing it! 更多15Mins Cafe節目: www.15mins.today/15mins-cafe 歡迎主題投稿/意見回覆 : ask15mins@gmail.com 商業合作/贊助來信：15minstoday@gmail.com

Coupang เป็นบริษัทอีคอมเมิร์ซชั้นนำของเกาหลีใต้ที่ได้นำเทคโนโลยีนวัตกรรมมาใช้อย่างต่อเนื่องเพื่อเพิ่มขีดความสามารถในการแข่งขันในตลาด ซึ่ง Coupangได้นำ ChatGPT มาใช้เพื่อปรับปรุงคุณภาพการบริการลูกค้าและทำให้การปฏิสัมพันธ์กับลูกค้ามีประสิทธิภาพมากขึ้น เทคโนโลยีนี้ทำให้ Coupang สามารถตอบสนองความต้องการของลูกค้าได้รวดเร็วและแม่นยำมากขึ้น และมีบทบาทสำคัญในการยกระดับประสบการณ์ลูกค้า การนำเทคโนโลยี Generative AI เช่น ChatGPT มาใช้ไม่ใช่เพียงการเปลี่ยนแปลงทางเทคโนโลยีเท่านั้น แต่เป็นการปฏิวัติวิธีที่เราปฏิสัมพันธ์กับลูกค้า และกำหนดวิธีใหม่ที่บริษัทจะแข่งขันในตลาด เรื่องราวของ Coupang เป็นตัวอย่างที่ดีว่าเทคโนโลยี AI สามารถบูรณาการเข้ากับธุรกิจได้อย่างไร และสามารถสร้างผลกระทบเชิงบวกต่อองค์กรได้อย่างไร เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ ========================= ร่วมสนับสนุน ด.ดล Blog และ Geek Forever Podcast เพื่อให้เรามีกำลังใจในการผลิต Content ดี ๆ ให้กับท่าน https://www.tharadhol.com/become-a-supporter/ ——————————————– ติดตาม ด.ดล Blog ผ่าน Line OA เพียงคลิก : https://lin.ee/aMEkyNA ——————————————– ไม่พลาดข่าวสารผ่านทาง Email จาก ด.ดล Blog : https://www.getrevue.co/profile/tharadhol ——————————————– Geek Forever Club พื้นที่ของการแลกเปลี่ยนข้อมูลข่าวสาร ความรู้ ด้านธุรกิจ เทคโนโลยีและวิทยาศาสตร์ ใหม่ ๆ ที่น่าสนใจ https://www.facebook.com/groups/geek.forever.club/ ========================= ช่องทางติดตาม ด.ดล Blog เพิ่มเติมได้ที่ Fanpage : www.facebook.com/tharadhol.blog Blockdit : www.blockdit.com/tharadhol.blog Twitter : www.twitter.com/tharadhol Instragram : instragram.com/tharadhol TikTok : tiktok.com/@geek.forever Youtube : www.youtube.com/c/mrtharadhol Linkedin : www.linkedin.com/in/tharadhol Website : www.tharadhol.com

On this episode of Chit Chat Stocks, Brett and Ryan discuss their portfolio rankings and the stocks they are buying and selling. They use a ranking system to evaluate their holdings and discuss the details of each stock. They cover companies like Nelnet, Coupang, Philip Morris, and Harbor Diversified. They analyze the financials, competitive advantages, and potential risks of each company. They also discuss their concerns about management and the importance of trusting the management team. (03:44) Ranking Portfolios and Holdings (07:49) Nelnet: Diversified Holding Company (15:48) Coupang: Leading E-commerce Company in South Korea (29:58) Harbor Diversified: Potential for Big Upside (37:48) IAC: Discounted Valuation and Management Concerns (41:41) Analyzing Ally Financial (45:51) Discussing Match Group (53:38) Exploring Nintendo's Potential (57:51) Undervalued Stock: Portillo's (01:01:18) Top-Ranked Stock: Philip Morris International (01:05:03) The Potential of Visa ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks  Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks  Follow us on Substack: ⁠https://chitchatstocks.substack.com/  ********************************************************************* Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw  ********************************************************************* Check out https://www.firmreturns.com/ for value-focused equity research  Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden.  Lieber als Newsletter? Geht auch.  Das Buch zum Podcast? Jetzt lesen.  Apple wächst über 50%, Biotech-Aktien (Insmed) steigen schnell mal 100% und GameStop steigt um irrationale Prozente. Apropos Prozente: Illinois hebt die Steuern für Sportwetten an. DraftKings und Flutter leiden. Sonst so? Aktivisten kommen zu Texas Instruments. Das Amazon Südkoreas heißt Coupang (WKN: A2QQZ2) und ist eine vielschichtige Zukunftswette. Travel + Leisure (WKN: A2QPTW) ist Börse, Bank und Weltmarktführer für Vacation Ownership. WTF? Diesen Podcast vom 29.05.2024, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Conventional theory says stocks, debt, and hedges shouldn't all be at highs at the same time – what does it mean for investors? (00:21) Emily Flippen and Matt Argersinger discuss: - The latest inflation numbers and whether the Fed will actually cut rates in 2024. - The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time. - Amazon CEO Andy Jassy's annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. . (19:11) Motley Fool Money's Deidre Woollard talks with Barbara Kellerman – author of Leadership from Bad to Worse: What Happens When Bad Festers – about bad leaders, and bad followers, and lessons we can borrow from Volkswagon's emissions scandal. (28:33) Emily and Matt break down two stocks on their radar: Hershey and Coupang. Stocks discussed: AMZN, META, MSFT, NVDA, CPNG, HSY Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Barbara Kellerman Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Thursday looked promising, but now we need to readjust our expectations.

In this company episode on Coupang, Speedwell Research draws on their extensive research report to cover everything from Founder Bom Kim's early foray into commerce with a Groupon-like business to an epic restructuring of the company just weeks away from IPOing that left them on the path to become the leading South Korean ecommerce business. Learn about how the South Korean competitve enviroment developed differently, as well as how Coupang managed to dominant after a capital-intensive pivot. We hope you enjoy!    Company Description: Dominant South Korean ecommerce provider with fully integrated logistics operation. Purchase the full Coupang Report here.  More details on our Coupang Report here.  Purchase a Speedwell Membership to gain access to all Reports here.  -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes Section 1: History and Background (0:00) Intro (1:55) Coupang Business Overview (2:56) Start History  (6:13) Groupon Business Model, Differing Value Props  (17:10) Pulling the IPO and Pivoting (30:32) - Second Attempt at an IPO *~* Section 2: TAM and Competition (31:44) TAM and Korean Retail Market Overview (39:13) Market Share and GMV Estimates (42:52) Competition, Consumer Preferences Served (47:47) Flywheel  (56:37) Coupang Fresh Grocery  (59:30) Spend per Buyer  (1:01:18) Competitive Enviroment, Naver *~* Section 3: International and Other Bets (1:27:17) Other Bets  (1:28:31) Coupang Play (1:31:56) Coupang Eats (1:39:10) Coupang Pay (1:42:25) International, Japan, Taiwan (1:48:42) Farfetch *~* Section 4: Financials, Valuation, Risks  (1:53:04) Financial Metrics (2:00:00) Coupang Steady State Margins  (2:04:03) Reverse DCF (2:06:20) Bear Case, Bull Case, Risks (2:13:58) Conclusion -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Purchase the full Coupang Report here.  More details on our Coupang Report here.  Purchase a Speedwell Membership to gain access to all Reports here.     Articles Mentioned Speedwell's Memo: Metaphor Malware: The Clumsy Thinking That Is Crippling Your Business Understanding *~* Twitter: @Speedwell_LLC  Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. At the time of publishing, one or more contributors to the podcast had a position in Coupang. Furthermore, accounts one or more contributors advise on may also have a position in Coupang. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/ 

In this episode of The Negotiation podcast, host Todd Embley welcomes Gerald Hoe, Head of Global Marketplace ROW at Coupang, one of South Korea's premier e-commerce platforms.  With its customer-centric and innovative approach, Coupang has cemented its position as a leader in the South Korean digital marketplace. Gerald provides a comprehensive overview of how Coupang has revolutionized the way Korean consumers shop online. He compares Coupang's robust ecosystem to other global internet giants, shedding light on its unique market position and the array of services that cater to a wide array of consumer needs. The conversation delves into the specifics of the Coupang online retail app, highlighting its distinctive features and the wide range of benefits for both consumers and merchants. Gerald discusses the success behind the platform's intuitive design, seamless user experience, and fast delivery systems that address the modern consumer's needs.  A significant focus is placed on the potential for international brands within the South Korean market, particularly given the country's success in exporting its own consumer brands. Gerald explores the growing appetite for overseas brands and outlines why Coupang is the ideal platform for international merchants looking to tap into this vibrant market. Moreover, Gerald provides a blueprint for foreign brands aiming to enter the South Korean e-commerce space, including strategic insights into livestreaming e-commerce's popularity and the hottest consumer sectors driving consumption in South Korea. The episode offers a deep dive into the cultural and lifestyle trends shaping consumer behavior, providing valuable guidance for brands looking to make their mark. Discussion Points:Overview of Coupang and its impact on South Korea's digital landscapeUnique features of the Coupang retail appThe market's appetite for importing international brandsThe advantages of becoming a merchant on CoupangStrategies for foreign brands entering the South Korean marketThe popularity and influence of live streaming e-commerce in South KoreaCurrent consumer sectors and lifestyle trends driving consumption

"When I wrote about it, in addition to assuming that all Asia tech companies, particularly in China, were copycats of Western companies, I think there are also a lot of misperceptions about how easy it is to enter a market, especially when they're an Asian market, especially when there are incumbent players already. For example, Uber failed. Basically, they failed. That's a harsh word, but they failed in both China and Southeast Asia, where they were acquired by Didi in China and Grab in Southeast Asia. And then Facebook really fell flat on its face with a lot of markets with free basics, it undermined Net Neutrality and also assumed that consumers just because maybe they had to be price conscious, were willing to access only a handful of sites as opposed to having access to a free Internet. I think people also underestimate the influence that Asia has had in other parts of the world." - Catherine Shu Fresh out of the studio, Catherine Shu reflects on her 12 years at TechCrunch, chronicling the evolution of Asian tech from China to India. She highlights the rise of Chinese apps such as WeChat and TikTok's global impact and the shifting international views on Chinese tech. She explores India's rising tech scene, South Korea's startup growth with the rise of Coupang and Southeast Asia's expanding tech influence, with a focus on Grab. Shu offers her advice for journalists covering Asia's dynamic tech landscape and articulating what great looks like for Asia Tech in the future. Fresh out of the studio, Catherine Shu reflects on her 12 years at TechCrunch, chronicling the evolution of Asian tech from China to India. She highlights the rise of Chinese apps such as WeChat and TikTok's global impact and the shifting international views on Chinese tech. She explores India's rising tech scene, South Korea's startup growth with the rise of Coupang and Southeast Asia's expanding tech influence, with a focus on Grab. Shu offers her advice for journalists covering Asia's dynamic tech landscape and articulating what great looks like for Asia Tech in the future. Audio Episode Highlights: [0:40] Quote of the Day #QOTD by Catherine Shu. [1:38] Introduction: Catherine Shu, former senior reporter for TechCrunch. [2:50] Her thoughts on the TechCrunch recent layoff. [5:04] Catherine's future plans. [6:34] Catherine shares lessons from her career journey. [8:07] Inspiration behind her last article on TechCrunch: Don't Ignore Asia Tech. [9:30] Western Perceptions Change on Asia Tech over the decade. [11:02] Early misconceptions about Asia Tech in the West. [12:44] Evolution of Asia Tech from Catherine's perspective. [15:14] Tech Coverage in Taiwan. [17:17] The one thing about Asia tech Catherine knows but very few do. [19:41] Why China succeeded with WeChat as the super app. [23:26] The rise in TikTok globally for Chinese Tech. [26:40] Perspectives on TikTok recent potential ban. [27:26] What the West learned from the super app revolution in China. [28:52] Why China was caught flatfooted with OpenAI's ChatGPT in AI. [30:14] The future of Chinese startups. [34:01] How the Indian tech market evolved over the past decade. [35:58] South Korean Startup Ecosystem. [39:00] Is there really a Southeast Asia tech story? [42:34] Advice for future correspondents covering Asia Tech. [44:32] What does great look like for Asia Tech? [46:30] Closing. Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

Breadth was slightly negative on the Nasdaq and slightly positive on the NYSE. The 10-year Treasury yield rallied up to a key level near 4.19% ahead of Thursday's PPI report. Microsoft is basing nicely above its 10-week line; Freeport-McMoRan soared with other copper stocks; Coupang is still in a buy zone.

We're sharing a session from ELC Annual 2023 – Thuan Pham (Board Director, Advisor, former CTO of Uber & Coupang) shares pivotal moments from his life, leadership journey & career with Li Fan (CTO @ Circle). Thuan shares his best leadership lessons & strategies for scaling during hypergrowth from his time at Uber and how those skills impacted him in roles since then. He shares stories about working at Uber – including both the highs & lows – and reflects on what could have been done differently or better. Thuan also shares advice on how to keep your eng org motivated during crisis; advice he would give his younger self; and skills that make a great eng leader today vs. 20 years ago. Thuan also shares stories from his upbringing and how his experience as a refugee & immigrant impacted him as an eng leader today.ABOUT THUAN PHAMThuan Pham served as Chief Technology Officer of Coupang from September 2020 until September 2022, and of Uber Technologies, Inc. from April 2013 to May 2020. From December 2004 to January 2013, Mr. Pham served in various Vice President roles at VMWare, Inc., a software and technology company, including as Vice President of R&D – Cloud Management Platform from June 2012 to January 2013.As an engineering leader, he is passionate about building talented, healthy, and motivated engineering organization and leading it to accomplish extraordinary things. He cares deeply about organizational health and principled leadership and believes these are the greatest drivers for any team to harness its maximum potential.Mr. Pham holds both B.S. and M.S. degrees in Computer Science and Electrical Engineering from the Massachusetts Institute of Technology. Thuan's work and career contributions as an American immigrant were recognized by the Carnegie Foundation among its list of "2016 Great Immigrants: The Pride of America" honorees.ABOUT LI FANLi Fan is CTO at Circle, a global fin-tech firm enabling business to harness the power of digital currencies and public blockchains (Circle is the principle operator of USD Coin). Prior to Circle, Li was CTO at Lime, an innovative technology company that connects and empowers urban living through mobility.Before Lime, Li was SVP of engineering at Pinterest leading all 600+ engineers to execute technology strategy and deliver company priorities. Li was a Senior Director of Engineering in Google, accountable for Google's popular image search and was Vice President of Engineering at Baidu.We now have 10 local communities of engineering leaders hosting in-person meetups all over the world!Local communities are led by eng leaders just like you, who wanted to create a place to connect, share insights & tackle critical challenges in the job.New York City, Boston, Chicago, Seattle, Los Angeles, San Diego, San Francisco, London, Amsterdam, and Toronto in-person events are happening now!We're launching local events all the time - get involved at elc.community!SHOW NOTES:Thuan's immigrant / refugee background & its impact on him (2:19)The experience of resetting & starting from nothing as an eng leader (4:23)Pivotal moments during Thuan's seven years @ Uber (6:59)How Thuan provided hands-on mentorship & teaching leading the eng org (8:21)Challenges faced & lessons learned through hypergrowth at scale (11:29)Scaling infrastructure / processes while scaling talent (13:44)What caused Thuan to stay with Uber & eventually lead him to leave (17:14)Ways in which Uber could have done better (19:48)Thuan's reflections on what he could have done to change the situation (23:14)How & why Thuan transitioned from Uber to Coupang (26:01)Reflections on what makes a great eng leader 20 years ago & today (29:49)Audience Q&A: What are Thuan's current motivations & goals? (34:56)Keeping your engineers motivated during times of crisis (36:53)Advice Thuan would give his younger self (38:42)Qualities of a great VP of Engineering & exec team (41:30)LINKS AND RESOURCESAll of the Sessions from ELC AnnualThis episode wouldn't have been possible without the help of our incredible production team:Patrick Gallagher - Producer & Co-HostJerry Li - Co-HostNoah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/

On this episode of Chit Chat Stocks, Brett and Ryan bring on Drew from Speedwell Research to discuss Coupang. The three go through an in-depth discussion around the e-commerce retailer and all the important topics investors will want to know. We discuss: (00:00) Introduction to Coupang and Speedwell Research (03:13) Overview of Coupang's Business (06:27) Management and Leadership at Coupang (09:03) Review of Coupang's Performance in 2023 (12:35) Revenue Growth and Membership Growth (26:36) Strategies to Increase Competitive Advantage (28:23) Threat of Chinese E-commerce Providers (32:05) Rocket Wow Membership and Pricing Power (34:22) Coupang's Grocery Operation and RocketWOW Membership (36:17) Fast Delivery and Geographic Density (37:45) Coupang's Advantage in Grocery Fulfillment (39:07) Coupang's Delivery Force and Packaging (40:53) Comparison with Sea Limited (44:30) Coupang's Total Addressable Market (TAM) (45:27) Investing in Taiwan and Developing Offerings (49:25) Investment in Taiwan and Potential Losses (52:41) Coupang's Acquisition of Farfetch Assets (57:45) Valuation and Attractiveness (59:37) Risks and Potential Downsides Speedwell Research: https://www.speedwellmemos.com/ https://speedwellresearch.com/subscribe/ ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks  Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks  Follow us on Substack: ⁠https://chitchatstocks.substack.com/  ********************************************************************* ⁠Public.com⁠ just launched options trading, and they're doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade.  -Earn $0.18 rebate per contract traded  -No commission fees  -No per-contract fees  By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You'll know exactly how much they make from each trade because they literally give you half of it. Activate options trading at ⁠Public.com/chitchatstocks⁠ by March 31 to lock in your lifetime rebate.  Options are not suitable for all investors and carry significant risk.  Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 25% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today. (00:21) Asit Sharma and Dylan Lewis discuss: - Apple's automotive ambitions “Project Titan” seemingly being wrapped up, and what it means for the tech company. - Beyond Meat's short-squeeze-fueled 40% spike, and why shorts are getting greedy with Beyond and some other companies right now. - Coupang's continued rise as the major player in e-commerce in South Korea. (17:08) Deidre Woollard talks with Carrie Sun, author of the new memoir, “Private Equity,” for a behind-the-scenes look at life at a hedge fund. Companies discussed: AAPL, BYND, CPNG Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Carrie Sun Producer: Mary Long Engineers: Chace Pryzlepa, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

This is our Monday show, which looks back at the weekend and ahead to the week. We are back bright and early this week, but we also had an extra episode this weekend digging into the Reddit IPO; you can find that here.On the pod this morning, here's what we got into:Stocks are mixed around the world as crypto prices gyrate; it's a big earnings week including data from Workday, Zoom, Unity, Coupang, Klaviyo, Salesforce, Snowflake, Okta, and Duolingo among other names.Google, and its work to bring Gemini to a host of hardware endpoints.How U.S-.based venture capitalists are taking on the European market — or not.Interview Kickstart is the latest startup to self-fund for a long time before taking on venture capital. In its case that meant a $10 million round.And to close, who is the CEO of Byju's?For episode transcripts and more, head to Equity's Simplecast website.Equity drops at 7 a.m. PT every Monday, Wednesday and Friday, so subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. TechCrunch also has a great show on crypto, a show that interviews founders and more! Credits: Equity is hosted by TechCrunch's Alex Wilhelm and Mary Ann Azevedo. We are produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.

Ryan Akkina is a member of the Global Investment Team at the MIT Investment Management Company (MITIMCo), which is responsible for managing MIT's endowment and pension plans. Ryan has invested in the likes of Sequoia, Kleiner Perkins, a16z, Greenoaks and Initialized to name a few. Ryan also leads many of MITIMCo's direct co-investments including most notably into Coupang and Rippling. Prior to joining MITIMCo, Ryan was a consultant at McKinsey & Company. In Today's Episode with Ryan Akkina We Discuss: 1. From Engineer to LP with MIT: How did Ryan make his way into the world of fund investing as an LP with MIT? Why did he turn down the chance to be a VC early in his career? What does Ryan know now that he wishes he had known when he started at MIT? 2. The Manager Evaluation Process for MIT: What does Ryan look for most when investing in new managers? How important is track record when evaluating a new manager? What is the biggest mistake Ryan has made in picking a manager? What did he not see that he wish he had seen? How did that change his process? 3. How MIT Builds Their Portfolio: How does MIT construct their portfolio from private to public to everything in between? What are the three different types of check sizes that MIT writes when investing in new managers? What are the most common reasons why MIT will not re-up with a manager? What are the single biggest reasons why great managers turn bad? 4. MIT: The Direct Investor: Why does MIT see so much opportunity in direct investing? How does MIT approach the direct investing process? How do they approach underwriting themselves vs working with their managers in the process? How do MIT think about the right number of direct deals to make up their portfolio? How do they approach check sizing on a per-company direct investment? What has been Ryan's biggest direct investing mistake? How did that change his approach and mindset? 5. LP Markets Today and Where We Go From Here: Are LPs open for business today? What type of firms will not struggle? Which will? How does Ryan view liquidity windows today? When will M&A and IPO markets open? What would Ryan most like to change about the world of LPs? Why does Ryan believe the LP incentive structure in terms of compensation is broken?

Fabrice Grinda is a leading internet entrepreneur and investor with over 300 exits on 1100 angel investments. He was named the “#1 Angel Investor in the World” by Forbes. Fabrice has served as CEO for three multinational companies and has an impressive track record as an early investor in Alibaba, Coupang, Airbnb, Instacart, Flexport, Delivery Hero, and many more. Fabrice is currently a Founding Partner at venture fund FJ Labs. Fabrice has been a 3i Member since 2021. Listen to the episode to hear:- Angel investment philosophy- Tactical tips for entrepreneurs- Predictions & opportunities in cryptocurrencyLearn more about 3i Members and follow us on LinkedIn for updates. Subscribe to the Rosen Report here.

The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/ChitChatMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow the show on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our newsletter:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://chitchatmoney.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Toys are cheaper now than a year ago. And some of the most popular brands haven't changed for decades. (00:21) Ricky Mulvey and Asit Sharma discuss: - Transitory inflation for the toy business… and beyond! - The everlasting power of Barbie, Hot Wheels, and Lego. - Coupang's acquisition of luxury online retailer, FarFetch. Plus, (15:27) Alison Southwick and Robert Brokamp open the listener mailbag and answer a question about saving in a portfolio of only stocks for retirement. Got a question for the show? Email us at podcasts@fool.com Companies discussed: MAT, CPNG, FTCH Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Coupang, Inc., Q3 2023 Earnings Call, Nov 07, 2023

The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: ⁠⁠⁠⁠https://www.youtube.com/c/ChitChatMoney⁠⁠⁠⁠ Follow the show on Twitter: ⁠⁠⁠⁠https://twitter.com/chitchatmoney⁠⁠⁠⁠ Subscribe to our newsletter:⁠⁠⁠⁠ https://chitchatmoney.substack.com/⁠⁠⁠⁠ ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ⁠⁠⁠⁠ibkr.com/info⁠⁠⁠⁠ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Eric Paley is the Managing Partner at Founder Collective, one of the world's most successful seed funds with investments in the likes of Uber, The Trade Desk, Coupang and Airtable. Mike Maples is one of the OGs of seed investing. As the Co-Founder of Floodgate, he has backed the likes of Twitch, Okta, Lyft, Twitter and more. Jason Lemkin is the Founder @ SaaStr one of the best-performing early-stage venture funds with a portfolio including Algolia, Pipedrive, Salesloft, TalkDesk, and RevenueCat to name a few. In Today's Episode on Is the Venture Model Broken? : Is the classic seed model dead? Can seed funds play in a world of $25M valuations? Why is having a firm grasp of the present the best thing an early-stage investor can have? Why does Mike Maples believe no company with true product-market-fit has ever failed? Why does Eric Paley believe "go faster" is the worst startup advice? Why does Mike Maples believe there is a direct relationship between price and risk? Why does Mike Maples believe that outliers by their very nature are lower priced? Why does Eric Paley not focus on ownership? Why can it be dangerous? What are the biggest risks for founders raising at valuations that are too high? Why does Eric Paley believe we will have the biggest chasm between TVPI and DPI in the prior vintage of venture capital returns? Why does Eric believe the majority of SPACs were BS and great companies can always go public? Why does Jason believe that if multiples do not reflate, the venture model is broken? Why does Jason believe we will see the biggest hiring spree in tech next year? How has illiquidity allowed Eric Paley to make some of the best investment decisions? What is Mike Maples biggest lesson from selling Twitter stock early at $1BN?

Derek's guest this week is Whitney Johnson: Innovation and disruption theorist, keynote speaker, best-selling author, executive and performance coach. Whitney shares her unique journey and key concepts about how to motivate your employees from her book "Build an A Team: Play to Their Strengths and Lead Them Up the Learning Curve". Whitney Johnson was named one of the world's fifty most influential management thinkers by Thinkers50 in 2017. She is the author of the bestselling Build an A Team (Harvard Business Press, 2018), a Financial Times and CEO Read, Book of the Month, and the critically-acclaimed Disrupt Yourself: Putting the Power of Disruptive Innovation to Work (2015). Publisher's Weekly described it as "savvy...often counter-intuitive...superb" while the Boston Globe called it the "'What Color is Your Parachute?' career guide for the entrepreneurial age." Through writing, speaking, consulting and coaching, Whitney works with leaders to retain their top talent, to build an A team, and to help them earn the gold star–be a boss people love. She formerly was the co-founder of the Disruptive Innovation Fund with Harvard's Clayton Christensen, where they invested in and led the $8 million seed round for Korea's Coupang, currently valued at $5+ billion. She was involved in fund formation, capital raising, and the development of the fund's strategy. During her tenure, the CAGR of the Fund was 11.98% v. 1.22% for the S&P 500. She is also formerly an award-winning Wall Street analyst. She was an Institutional Investor-ranked equity research analyst for eight consecutive years, and was rated by Starmine as a superior stock-picker. As an equity analyst, stocks under coverage included America Movil (NYSE: AMX), Televisa (NYSE: TV) and Telmex (NYSE: TMX), which accounted for roughly 40% of Mexico's market capitalization. Whitney is a frequent contributor for the Harvard Business Review, she has over 1.5 million followers on Linkedin, was named one of LinkedIn's Top Voices in the Influencer category for 2018, and her LinkedIn course The Fundamentals of Entrepreneurship has 1 million+ views. She is a member of the original cohort of Marshall Goldsmith's #100 coaches. Learn more at https://whitneyjohnson.com/