Transaction log

  • Feb 21, 2024 - Bought 100 @ $15.76 (0.99% wtg, coffee can)

Coupang

Location: Seattle, Washington

 

Estimated fair value history

  • Mar-25 - $33 (3.0% MFCF yield)

  • Jun-25 - $35

Profile

Industry: Internet retail

Sector: Consumer discretionary

Theme: Digital revolution

4-Year shareholder growth: +37.7%/year

Estimated fair value: $35

Valuation assumption: 3.0% MFCF yield

Insider ownership: 12.5%

Investors: Ryan Henderson & Brett Schafer (Chit Chat Stocks), Henry Ellenbogen (Durable Capital Partners)