Part 2: Deep dive on Coupang ($CPNG)
Going forward I’ll no longer be sharing the name of the company profiled in our deep dive writeups; the only way to find out is to become a paid subscriber. With that said here’s our recent deep dive writeup on ONON (aka On Running) which is up 50% in the past week after great earnings this week.
Our first 8 deep writeups of 2023 were ALB HIMS MBLY NU ONON SDGR SQ and TDW — you can read the deep dive writeup for each of them by becoming a paid subscriber for just $20 per month. I’ll do another 40+ writeups this year so you’ll get your money’s worth plus you’ll also get access to my current investment portfolio (up +26% YTD), daily activity, investment models, macro/market commentary, morning newsletter and daily webcasts.
Subscribe below to get an email alert whenever I publish a new interview for my podcast, I’m typically doing 3-4 interviews per week.
In addition to my newsletters and my podcast I also run the largest Stocktwits room where I post about both of my portfolios, daily activity, investment models, macro/market commentary and much more.