Transaction log
Feb 21, 2024 - Bought 100 @ $15.76 (0.99% wtg, coffee can)
Aug 27, 2025 - Upgraded to coffee can innovators
Dec 26, 2025 - Bought 50 @ $25.12 (150 shares, 1.43% wtg)
Coupang
Location: Seattle, Washington
Estimated fair value history
Mar-25 - $33 (3.0% MFCF yield)
Jun-25 - $35
Sep-25 - $36
Dec-25 - $32 (3.5% MFCF yield)
Profile
Industry: Internet retail
Sector: Consumer discretionary
Theme: Digital revolution
4 1/2-Year shareholder growth: +34.9%/year
Estimated fair value: $32
Valuation assumption: 4.0% MFCF yield
Operating income/gross profit: 4.7%
Insider ownership: 12.7%
Investors: Ryan Henderson & Brett Schafer (Chit Chat Stocks), Henry Ellenbogen (Durable Capital Partners), Eric Fry (Fry’s Investment Report)
History
