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From the BBC World Service: The South Korean e-commerce company Coupang has announced a compensation deal worth $1.18 billion for customers after a massive hack that affected two-thirds of the country's population. Coupang is often called “South Korea's Amazon,” and nearly 33 million accounts were exposed. Plus, following the major hack that hit production facilities for Jaguar Land Rover, we look back at this year in cyberattacks. Also: the earliest-known coin minted in Scotland.
From the BBC World Service: The South Korean e-commerce company Coupang has announced a compensation deal worth $1.18 billion for customers after a massive hack that affected two-thirds of the country's population. Coupang is often called “South Korea's Amazon,” and nearly 33 million accounts were exposed. Plus, following the major hack that hit production facilities for Jaguar Land Rover, we look back at this year in cyberattacks. Also: the earliest-known coin minted in Scotland.
One year on from South Korea's worst air crash, families say they're still waiting for answers. Also, South Korea's biggest e-commerce firm, Coupang, has agreed to pay over a billion dollars in compensation to its users for a massive data breach. We also look back at the hacking of one of the UK's most famous brands – Jaguar Land Rover. And the new James Bond game, 007 First Light, has been delayed until the end of May.Presenter: Leanna Byrne Producer: Ahmed Adan Editor: Justin Bones
Plus: Nvidia and Coupang shares jump. And analysts say Samsung Electronics and SK Hynix could benefit from DRAM demand. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
We will reveal how to profit from the necessary modernization of America's aging water systems and fight the structural problem of scarcity.Today's Stocks & Topics: The Magnum Ice Cream Company N.V. (MICC), Market Wrap, Thematic ETFs, “Water Scarcity: The $3.4 Trillion Infrastructure Gap”, Coupang, Inc. (CPNG), The Stock Market and 401k, Financial Risks in 2026, BHP Group Limited (BHP), Bloom Energy Corporation (BE).Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:15) Meet new guest Aria Radnia(02:29) Diving into Uber: The Elevator Pitch(17:05) Transitioning to Coupang: The Data Breach Impact(28:36) Netflix's New Strategies: Podcasts and Gaming(44:11) Snap's New Monetization Strategy(52:20) Turning Point Brands: A Deep Dive(57:33) Lululemon's Earnings and Market Position(01:04:11) Bubble Watch: Current Market TrendsAria's Twitter: https://www.youtube.com/@QualityInvest5Aria's YouTube: https://x.com/QualityInvest5*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/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.
How will the $32 Billion AI Agent market change APAC Retail?In this episode, Ngai Yuen Low (AEON360) and Ryf Quail (Comexposium) reveal why your product pages need to be "machine-readable" by 2028 and how TikTok Shop is evolving beyond fashion.
Join us LIVE on Mondays, 4:30pm EST.A weekly Podcast with BHIS and Friends. We discuss notable Infosec, and infosec-adjacent news stories gathered by our community news team.https://www.youtube.com/@BlackHillsInformationSecurityChat with us on Discord! - https://discord.gg/bhis
In this Dialogue episode of The Synopsis, we discuss RH and Coupang's 3Q25 business updates. RH 3Q25 Business Update Coupang 3Q25 Business Update You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ 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. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — New Newsletter (4:30) — RH 3Q25 Update (10:32) — RH Accessory Business (22:30) — RH Design Studios & International (34:15) — CPNG 3Q25 Update (32:14) — CPNG AI & Data Leak (45:17) — Taiwan (49:24) — CPNG AlphaSense Webinar Announcement -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 RH. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and RH. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
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16TB MongoDB database exposes nearly 4.3 billion professional records Apple posts updates after discovery of WebKit flaws Coupang data breach traced to ex-employee Huge thanks to our sponsor, Adaptive Security This episode is brought to you by Adaptive Security, the first cybersecurity company backed by OpenAI. Deepfakes aren't science fiction anymore; they're a daily threat. Quick tip: if your voicemail greeting is your real voice, switch it to the default robot voice. A few seconds of audio can be enough to clone you. Adaptive helps teams spot and stop these AI-powered social engineering attacks. Learn more at adaptivesecurity.com. Find the stories behind the headlines at CISOseries.com.
Link to episode page This week's Department of Know is hosted by Rich Stroffolino with guests Andy Ellis, Principal, Duha, and Johna Till Johnson, CEO and Founder, Nemertes Research Thanks to our show sponsor, Adaptive Security This episode is brought to you by Adaptive Security, the first cybersecurity company backed by OpenAI. AI is rewriting the cybersecurity rulebook, because attackers can now scale persuasion as easily as they scale code. The real target isn't just your systems anymore; it's human trust. If you aren't actively testing your organization against AI-driven phishing, vishing, and deepfakes, you're leaving a gap criminals will exploit. Adaptive runs realistic simulations and delivers tailored, engaging training so teams respond correctly when it counts. Learn more at adaptivesecurity.com. Learn more at adaptivesecurity.com. All links and the video of this episode can be found on CISO Series.com
The EU has a problem attracting and retaining cyber talent, the CEO of Coupang resigns following the company's security breach, Microsoft expands its bug bounty program to cover third party code, and Chrome and Gogs patch zero-days. Show notes Risky Bulletin: EU has a problem attracting and retaining cyber talent
CEO of retail giant Coupang resigns Pro-Russia hactivists target US infrastructure Israeli cybersecurity funding hits record Huge thanks to our episode sponsor, Adaptive Security This episode is brought to you by Adaptive Security, the first cybersecurity company backed by OpenAI. In deepfake scams, the tells aren't glitchy video anymore – it's behavior: "Do this right now," or "keep it secret." If you hear urgency and secrecy together, stop and verify through a second channel. Call a known number, start a chat thread, or ask something only the real person would know. Adaptive trains teams against exactly these tactics. adaptivesecurity.com.
Silver is trading at record highs as demand from the tech industry soars — Leanna Byrne finds out why the precious metal has become one of the market's hottest assets. The boss of Coupang, South Korea's largest online retailer, resigns after the country's biggest-ever data breach. And Amazon plans to double its investment in India by 2030.
Send us a textShawn and Joe dig into Korea's crumbling cybersecurity myth and the Coupang leak that exposed almost every user in the country. Korea sells itself as an IT powerhouse, but behind the fiber optics sit outdated servers, neglected government systems, weak regulations and a corporate culture that treats security like a box to check.From the SK Telecom and Lotte Card breaches to the government's own embarrassing hacks, the episode breaks down why Korea keeps getting hit, why companies keep failing upward and how a single leak at Coupang nearly shut down parts of the small business economy. Plus, a side tour through xenophobic blame games, delivery driver exploitation and the weird reality that the country with the fastest internet once clung to ActiveX like a family heirloom. Korea's #1 ghost and dark history walking tour. Book at DarkSideOfSeoul.com Get your comic at DarkSideOfSeoul.comSupport the showJoin our Patreon to get more stuff https://patreon.com/darksideofseoul Book a tour of The Dark Side of Seoul Ghost Walk at https://darksideofseoul.com Pitch your idea here. https://www.darksideofseoul.com/expats-of-the-wild-east/ Credits Produced by Joe McPherson and Shawn Morrissey Music by Soraksan Top tier Patrons Angel EarlJoel BonominiDevon HiphnerGabi PalominoSteve MarshEva SikoraRon ChangMackenzie MooreHunter WinterCecilia Löfgren DumasJosephine RydbergDevin BuchananAshley WrightGeorge Irion Facebook Page | Instagram
This Morning's Headlines1. K2 deal2. K-food3. Jet intrusion 4. Coupang probe 5. Tense parliament
In a world first, millions of Australian children and teenagers are prevented from accessing social media accounts. Prime Minister Anthony Albanese told adolescents to make the most of the situation by taking up a new sport or reading a book, instead of scrolling on their phones. Under the legislation, companies could face heavy fines if they don't take reasonable steps to prevent under-16s from opening social media accounts. Social media firms have argued the ban would be ineffective, difficult to implement, and could isolate vulnerable teenagers.Also: tens of thousands flee their homes in border areas of Cambodia and Thailand after a resumption of fighting. An investigation finds at least 1700 civilians have been killed in airstrikes by Sudan's armed forces since the start of the civil war. South Korean police raid headquarters of the e-commerce giant Coupang. And a British man who was paralysed permanently 9 years ago, attempts a world record for sit-skiing to the South Pole. The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment.Get in touch: globalpodcast@bbc.co.uk
US equity futures point to a slightly firmer open, with Asian markets mostly weaker and European equities trading marginally higher. Today focus is on mounting speculation around a hawkish Federal Reserve rate cut at this week's FOMC meeting, driving a reassessment of the pace of easing beyond December. Trade policy is also in focus after President Trump confirmed the US will permit Nvidia to export H200 chips to China in exchange for a tariff reduction, while signaling similar treatment for other US chipmakers and simultaneously threatening new tariffs on Mexico, India and other trading partners. In equities, sentiment remains fragile after Monday's sell-off in US stocks, with pressure on tariff-exposed sectors, rising concern around higher-for-longer rates, ongoing AI-related disruption headlines, and continued attention on M&A activity and positioning after a strong two-week rebound.Companies Mentioned: PepsiCo, Carlyle Group, Hogy Medical, Coupang
#準開戰行為 #中日關係 #軍事衝突 #東亞局勢 #酷澎 #Coupang #個資外洩 #帳號販售 #資安危機 #網路犯罪 #陸籍人士 -- Hosting provided by SoundOn
In this episode of The Korea Pro Podcast, John and Joon Ha reflect on South Korea's political and social landscape one year after the failed martial law declaration, tracking how public anger, institutional distrust and competing protest movements continue to shape the country's trajectory. The hosts recount Korea Pro's on-the-ground reporting at both anti-Yoon and pro-Yoon demonstrations, exploring how diverging narratives around legitimacy, accountability and national security continue to harden. They analyze President Lee Jae Myung's latest National Assembly address and the People Power Party's internal disarray, assessing what Lee's agenda signals for governance, fiscal priorities and his relationship with a weakened conservative opposition. The episode breaks down the passage of the 2026 budget — the first on-time budget since 2020 — highlighting the debut of the National Growth Fund, shifts in defense spending and the political calculus behind a deal struck under extreme polarization. John and Joon Ha then examine Coupang's spiraling data disaster, parsing what is known, what remains unclear and how the incident exposes systemic cyber vulnerabilities that now sit squarely within South Korea's regulatory, political and corporate crosshairs. The episode concludes with a look ahead to the Dec. 14 deadline for the the Special Counsel investigating the martial law incident About the podcast: The Korea Pro Podcast is a weekly conversation hosted by Korea Risk Group Executive Director Jeongmin Kim, Editor John Lee and correspondent Joon Ha Park, delivering deep, clear analysis of South Korean politics, diplomacy, security, society and technology for professionals who need more than headlines. Uploaded every Friday. This episode was recorded on Thursday, Dec. 4, 2025. Audio edited by Gaby Magnuson
This Morning's Headlines1. Heavy snow2. Trade Day3. North Korea detention4. Coupang crisis
This week, Ben Yelin discusses the new California Opt Me Out Act that requires web browsers to offer a one-click “opt-out” setting that stops companies from selling or sharing your data. Dave Bittner bring the story about the Supreme Court of the United States weighing whether internet service providers must cut off users who repeatedly pirate content — a ruling that could transform how online piracy is policed and overhaul liability for ISPs. Ben and Dave are joined by Daniel Woods, Principal Security Researcher at Coalition, to discuss the rise of cyber insurance exclusions and the consequences of this trend. While this show covers legal topics, and Ben is a lawyer, the views expressed do not constitute legal advice. For official legal advice on any of the topics we cover, please contact your attorney. Links to today's stories: California law regulating web browsers could have national data privacy impact, experts say Supreme Court hears case that could trigger big crackdown on Internet piracy Get the weekly Caveat Briefing delivered to your inbox. Like what you heard? Be sure to check out and subscribe to our Caveat Briefing, a weekly newsletter available exclusively to N2K Pro members on N2K CyberWire's website. N2K Pro members receive our Thursday wrap-up covering the latest in privacy, policy, and research news, including incidents, techniques, compliance, trends, and more. This week's This week's Caveat Briefing covers South Korea's biggest e-commerce company Coupang that is under investigation after police confirmed a massive data breach that exposed personal information (names, emails, phone numbers, addresses, and order history) for over 33 million customers. Curious about the details? Head over to the Caveat Briefing for the full scoop and additional compelling stories. Got a question you'd like us to answer on our show? You can send your audio file to caveat@thecyberwire.com. Hope to hear from you. Learn more about your ad choices. Visit megaphone.fm/adchoices
Good afternoon, I'm _____ with today's episode of EZ News. Tai-Ex opening The Tai-Ex opened down 19-points this morning from yesterday's close, at 27,773 on turnover of 5.8-billion N-T. The market gained ground again on Wednesday, on the back of investor interest in tech and electronic market heavyweights and after Wall Street held steady overnight. Premier claims opposition demand for President to be questioned over special budget unconstitutional Premier Cho Jung-tai says a demand by opposition lawmakers that President Lai Ching-te face questions in the Legislative Yuan related to his 1.25-trillion N-T special defense budget is "unconstitutional." The statement comes after lawmakers from the K-M-T and the Taiwan People's Party blocked a bill authorizing the special defense budget from being placed on the agenda for tomorrow's Legislative plenary session. K-M-T caucus whip Fu Kun-chi has said while the party's supports protecting Taiwan, they believe Lai should report to the Legislature and explain the necessity of the expenditure. Taiwanese accounts unaffected in Coupang's recent data leak The Ministry of Digital Affairs says there is no evidence to suggest that Coupang users here in Taiwan were affected by a large-scale personal data leak recently reported by the South Korean e-commerce giant. According to the ministry, it contacted Coupang in late November after learning of the incident and was informed that the breach occurred mainly in South Korea and, based on checks carried out so far, no leaks involving Taiwanese accounts have been found. The ministry says it will continue monitoring the case and maintain communication with Coupang to ensure (確保) the protection of local users' personal information. South Korean media has reported that personal information of around 33.7-million users was exposed. Hong Kong fire death toll hits 159 after towers searched The death toll from Hong Kong's worst fire in decades rose to 159. Police said they have completed a search inside all seven of eight high-rise buildings ravaged (嚴重破壞、毀壞) in the fire that first broke out last Wednesday and took until Friday to be extinguished. About 30 people remain missing. Laura Westbrook reports. Moldova Bomb Disposal Deployed Police in Moldova have deployed bomb disposal experts to a community miles from the Ukrainian border after a resident mistook (誤以為) a grounded drone for “a toy” and took it home. Police on Wednesday said the drone did not contain explosives or pose a danger, and urged the public to “not touch or attempt to transport fallen drones or similar objects.” Authorities did not say where the drone came from. They said it was a Gerbera-type drone. Russia has used those in Ukraine. A number of drones have been found on Moldovan territory since Russia's full-scale invasion of Ukraine in 2022. Greece Farmer Protests Farmers in northern Greece have blocked border crossings with North Macedonia, Bulgaria and Turkey as part of a growing protest over delays in farm subsidy payments. The demonstration on Wednesday comes amid a major subsidy fraud scandal (醜聞) that led to the resignation of five senior officials. Tractor convoys caused significant traffic disruptions and forced vehicles onto long detours. Government officials say they are open to negotiations but will not allow key transport corridors, ports or rail hubs (中心) to be shut down. That was the I.C.R.T. EZ News, I'm _____. －－－－以下為 SoundOn 動態廣告－－－－ 新感覺夾心土司 多種口味隨心挑選 讓你隨時隨地都有好心情 甜蜜口感草莓夾心、顆粒層次花生夾心、濃郁滑順可可夾心 主廚監製鮪魚沙拉、精選原料金黃蛋沙拉 輕巧美味帶著走，迎接多變的每一天 7-Eleven多種口味販售中 https://sofm.pse.is/8g33st -- Hosting provided by SoundOn
This Morning's Headlines1. Lee's speech2. Inter-Korean ties3. Consultation group4. Budget passed5. Coupang crisis
ShadyPanda plays the long game. India mandates tracking software on mobile devices. Korea weighs punitive damages after a massive breach. Qualcomm patches a critical boot flaw impacting millions. OpenAI patches a Codex CLI vulnerability. Google patches Android zero-days. Cybersecurity issues prompt an FDA permanent recall for an at-home ventilator system. Switzerland questions the security of hyperscale clouds and SaaS services. One of the world's largest cyber insurers pulls back from the market. On our Threat Vector segment, David Moulton sits down with Stav Setty to unpack the Jingle Thief campaign. In Russia, Porsches take a holiday. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. Threat Vector segment In today's Threat Vector segment, host David Moulton, Senior Director of Thought Leadership for Unit 42, sits down with Stav Setty, Principal Researcher at Palo Alto Networks, to unpack Jingle Thief a cloud-only, identity-driven campaign that turned Microsoft 365 into a gift card printing press. Stav explains how the Morocco-based group known as Atlas Lion lived off the land inside M365 for months at a time, using tailored phishing and smishing pages, URL tricks, and internal phishing to compromise one user and quietly pivot to dozens more. To listen to the full conversation on Threat Vector, listen here. You can catch new episodes of Threat Vector every Thursday on your favorite podcast app. Selected Reading Browser extensions pushed malware to 4.3M Chrome, Edge users (The Register) India plans to verify and record every smartphone in circulation (TechCrunch) Apple to Resist India's Order to Preload Government App on iPhones (MacRumors) President orders probe into Coupang breach (The Korea Herald) Qualcomm Alerts Users to Critical Flaws That Compromise the Secure Boot Process (GB Hackers) Vulnerability in OpenAI Coding Agent Could Facilitate Attacks on Developers (SecurityWeek) Google Releases Patches for Android Zero-Day Flaws Exploited in the Wild (Infosecurity Magazine) 'Cyber Issue' Leads to FDA Recall of Baxter Respiratory Gear (GovInfoSecurity) Swiss government bans SaaS and cloud for sensitive info (The Register) Publication: Resolution on outsourcing data processing to the cloud (Privatim) Insurer Beazley Steps Back From Cyber Market as Attacks Surge (PYMNTS.com) Hundreds of Porsche Owners in Russia Unable to Start Cars After System Failure (The Moscow Times) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Goldman Sachs kauft ETF-Anbieter. NVIDIA investiert in Synopsys. Rüstungsaktien fallen wegen Friedensgesprächen. Airbus hat Produktionsprobleme. Moderna & BioNTech kämpfen mit Regulatorik. Coupang hat Datenleck. Bitcoin verliert. Disney gewinnt. Schwierige wirtschaftliche Zeiten. Hohe Inflation. Darunter leiden viele. TJX (WKN: 854854) profitiert. Die Gen Z will schlichtere Luxusuhren. Cartier freut's. Richemont (WKN: A1W5CV) auch. Lohnt ein Investment noch? Diesen Podcast vom 02.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
防範詐騙，申請稅籍異動即時通，隨時掌握不動產異動情形，守護您的財產安全。 申請成功後，土地及房屋申報移轉時，會以電子郵件、簡訊或Line發送異動通知。 小小發票存雲端，愛心捐贈更溫暖！ 中市稅輕鬆FB:https://sofm.pse.is/8ej5tv 臺中市政府地方稅務局廣告 －－－－以上為 SoundOn 動態廣告－－－－ #酷澎 #Coupang #個資外洩 #資安 #前員工 #韓國電商 #駭客 #中籍員工 #資安事件 #香港 #香港大火 #香港火災 #宏福苑 #大埔宏福苑 #香港大埔宏福苑 #香港宏福苑 #香港大埔 #大埔 #香港 火災 #大埔火災 #宏福苑大火 #宏福苑火警 #香港宏福苑大火 #香港失火 #香港新界 #五級火警 #大火 #李家超 #香港惡火 #新界大埔 #香港新聞 #香港大樓火災 #香港火警 #香港大埔火災 #世紀 #棚架倒塌 #消防救援 #生還者 #火場 #香港災情 #外傭遇難 #罹難者 #失蹤者 -- Hosting provided by SoundOn
This Morning's Headlines1. Coupang data breach2. Fact sheet3. President's speech4. Budget meeting5. Arirang 7
The 5 things you need to know before the stock market opens today: President Trump says he's made his choice for next chair of the Federal Reserve, Disney had brought in more than $500 million globally on the “Zootopia 2” box office, South Korean police are investigating a data breach at e-commerce site Coupang, data analytics firm Databricks is in talks to raise $5 billion at a valuation topping $134 billion, and UnitedHealth Group will reportedly sell off its last South American business. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
South Korea's largest online retailer, Coupang, has apologised for a massive data breach potentially involving nearly 34 million local customer accounts. And why did China's factory activity unexpectedly contracted in November? Also, smartphone makers are asked to preload an India state-owned cybersecurity app that cannot be deleted on all new devices. Presenter: Hannah Mullane Producer: Ahmed Adan Editor: Justin Bones
Coupang is finally profitable. China's KKR Group is redefining offline lifestyle retail. APAC's consumer landscape is shifting fast.In this Five Things Friday — APAC Edition, Ryf Quail and Low Ngai Yuen unpack:• Coupang's record revenue and margin transformation• Logistics innovations powering same-day delivery• How Rocket WOW locks in customer loyalty• China's KKR Group and its explosive offline store growth• The rise of Gen Z lifestyle mega-brands• What global retailers must understand about Asia's momentumA essential briefing for leaders in retail, eCommerce, CX, marketplaces, supply chain, and omnichannel strategy.
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November 3, 2025 - Join us for a rapid reaction analysis of The Asia-Pacific Economic Cooperation Forum (APEC) 2025 summit, held in Gyeongju, South Korea from October 31 to November 1. Our discussion examines all the most significant outcomes in terms of trade and geopolitics, with special emphasis on the US, Korea, and the US-Korea relationship. The priorities for this year's forum are: "Connect, Innovate, Prosper." In a preparatory meeting, senior officials from APEC members discussed "strategies for digital economy integration, public health cooperation, and strengthening APEC's role as an incubator of practical, consensus-driven solutions." As host nation, Korea's initiatives include: "addressing demographic change and the rapid advancement of artificial intelligence technology." We are joined by Kate Kalutkiewicz, Senior Managing Director of the Trade Practice & McLarty Inbound at McLarty Associates, Professor Jaemin Lee, Professor of Law at Seoul National University and Dean of the School of Law, and Scott Jacobs, Head of Global Public Policy at Coupang. The conversation will be moderated by policy director Jonathan Corrado and policy program officer Chelsie Alexandre. This program is made possible by the generous support of our individual and corporate members and the Korea Foundation. APEC originated as a ministerial meeting of 12 Asian Pacific countries in 1989. The idea for the forum was proposed by Australian Prime Minister Bob Hawke during a trip to Seoul in January 1989. A leaders' summit was introduced in 1993 and a series of expansions increased the number of members to 21. South Korea previously hosted the ministerial meeting in Seoul 1991 and the leaders' meeting in Busan 2005. APEC's mission is to "support sustainable economic growth and prosperity in the Asia-Pacific region." This program is co-hosted by The APEC Study Center at Columbia University. For more information, please visit the link below: https://www.koreasociety.org/policy-and-corporate-programs/2052-rapid-reaction-apec-south-korea-2025
This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here. ~*~ 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. ~*~ You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Updates (1:23) — In Financial News (3:08) — Company News: OpenAI, Meta, and Coupang (16:42) — Spotlight: Cost of Equity -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
In this Dialogue episode of The Synopsis, we provide an update for Axon and Coupang after their 2Q25 results. You can find free versions of these updates below. Axon 2Q25 Business Update Coupang 2Q25 Business Update *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here. ~*~ 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. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro (2:05) — Axon high-level business update (10:40) — Dedrone (17:10) — Axon FCF conversion (21:15) — AI survey, international, and valuation (28:00) — Coupang high level update (36:10) — Coupang AlphaSense Interview commentary (45:00) — Coupang Cloud (49:15) — Taiwan and other markets (55:16) — Coupang valuation -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 AXON. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and AXON. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(02:52) Cloud Providers: AWS, Azure, and Google Cloud Analysis(12:19) Figma IPO: Valuation and Market Implications(28:38) Remitly's Growth Amidst Market Challenges(34:21) Evaluating Growth Potential in Stocks(36:26) Innovations in Digital Finance and Remitly's Strategy(41:00) Airbnb's Market Position and Growth Challenges(50:52) Coupang's Expansion and Competitive Landscape(57:43) OpenAI's Valuation and Market Dynamics*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/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.
Ryf Quail returns energized from New Zealand to join Alex Rezvan in dissecting fascinating retail shifts across APAC. They delve into consumer mobility, the impact of currency fluctuations on shopping behaviors, the evolution of rational brand loyalty programs, and emerging quick-commerce opportunities, including rapid jewellery delivery in India. Plus, a deep dive into how Korean brands Musinsa and Coupang are reshaping regional retail dynamics amid China's efforts to boost domestic spending. APAC retail, Gen Z shopping, brand loyalty, quick commerce, Musinsa, Coupang, CaratLane, consumer trends, retail strategy, Asia-Pacific markets. 0:00 – Intro & Ryf's New Zealand Ski Trip1:21 – Consumer Mobility & Japan's Tourism-Driven Retail Growth2:41 – Cross-Border Shopping: Hong Kong & Southern China3:16 – Singapore-Malaysia Border Retail Dynamics4:27 – Gen Z & the Erosion of Brand Loyalty5:43 – Rational Loyalty Programs: Hong Kong & Indonesia6:59 – Love Bonito's Innovative Loyalty Experiences9:59 – Korean Retail Expansion: Musinsa & Coupang11:47 – China's Push for Increased Domestic Consumption13:24 – India's Jewellery Quick-Commerce Revolution16:27 – Closing Remarks & Fun Wrap-Up1. Consumer Mobility:Japan's weakened yen boosted tourism-driven retail, with up to 20% of Tokyo's retail spending from tourists.2. Cross-border Retail:Consumers in Hong Kong and Singapore regularly cross borders (to China and Malaysia) for cheaper goods, services, and fuel.3. Loyalty Shifts:Gen Z prioritizes rational decisions over emotional brand attachment, reshaping loyalty programs.Programs like Hong Kong's U-REWARDS (7-Eleven) engage 60% of the local population.Indonesia's Alpha Mart generates 60% of its revenue through its loyalty program.4. Innovative Retail Experiences:Brands like Love Bonito leverage physical experiences (Partner Benches) as a unique loyalty driver.5. Korean Retail Expansion:Musinsa expands from an online giant in Korea to physical stores in Shanghai, responding strategically to prior investments by Alibaba into Korea.Coupang is rapidly growing across Asia due to strong cultural exports (K-pop, beauty, fashion).6. China's Economic Policy Shift:China's new economic priority focuses on boosting domestic consumption amid slower internal growth.7. India's Quick-Commerce Boom:Jewellery delivery in under 50 minutes by platforms like Swiggy, with major retailers like CaratLane capitalizing on urban India's quick-commerce infrastructure.Musinsa expansion insights sourced from Jing Daily and Musinsa official site.Coupang's regional growth supported by insights from Korea Herald and Coupang website.China's consumption policy shift referenced from SCMP article.Quick-commerce jewellery data from CaratLane and analysis from India Retailing.Key Insights from the Transcript and Articles:
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(03:00) Figma's IPO and Market Position(13:10) Tesla's Delivery Numbers and Market Challenges(28:03) Robinhood's Tokenized Trading and Market Implications(30:59) Understanding OpenAI Tokens and Their Implications(33:30) Concerns Over Special Purpose Vehicles and Investor Rights(36:47) The Role of AI in Workforce Dynamics(37:55) AI Hiring Trends and Scandals(42:07) The Impact of AI on Company Hiring Practices(46:29) The Race for AI Talent and Its Financial Implications(51:56) Evaluating AI Hype: Over or Under?(59:30) Coupang's New AI Cloud Initiative*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/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 the HR Leaders Podcast, we're joined by Adam Lancaster AIECL, Founder & Chief Learning Officer at Alkemy, to unpack what it really takes to build effective leaders in high-growth, high-change environments.Adam shares powerful lessons from his time at Meta and Coupang, reveals the hidden struggles of first-time managers, and explains why L&D must shift from programs to conversations if it wants to drive business impact.
In this Dialogue episode of The Synopsis, we give an update on Meta and Coupang after 1Q25 earnings. We also make some comments post Airbnb new summer announcement. Check out our written business updates for $META and $CPNG below! Meta 1Q25 Update Coupang 1Q25 Update Meta Company Deep Dive Podcast Episode (Apple, Spotify) Coupang Company Deep Dive Podcast Episode (Apple, Spotify) Last Memo Published: The Invisible Competitor ~*~ 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. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Airbnb Comments post Announcement (1:53) — Meta 1Q25 Update (24:03) — Growth Vectors (29:26) — Coupang 1Q25 Update (42:37) — Forex Considerations with Investing -*-*-*-*-*-*-*-*-*-*-*-*-*-*- 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 META. Furthermore, accounts one or more contributors advise on may also have a position in CPNG and META. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(03:52) Warren Buffett's Retirement Announcement(11:02) Berkshire Hathaway's Future Leadership and Investment Strategy(13:40) Apple vs. Google: The Search Engine Battle(23:02) Apple's In-App Purchase Controversy(28:53) Coupang's Earnings Report and Growth Strategy(37:06) Remitly's Performance and Competitive Landscape(38:25) Uber's Financial Performance and Market Position(41:30) Waymo's Impact on Uber's Future(45:25) Portillo's Earnings and Growth Potential(51:18) Remitly's Market Position and Growth Prospects(56:23) Earnings Reports: Highlights and Lowlights*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************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.
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
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
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