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Valuing Coupang: The Leading E-commerce Platform of South Korea

Shawn O’Malley highlights Coupang, led by CEO Bom Kim, which has half of South Korea as customers. Its overnight delivery and RocketWOW memberships rival Amazon. In today’s episode, discover Coupang's origin, business model, reasons for its stock decline since the 2021 IPO, Shawn's views on its valuation, and whether it will be added to The Intrinsic Value Portfolio. IN THIS EPISODE, YOU’LL LEARN: 0:00:00 - Intro 0:01:14 - How Coupang captured the hearts — and wallets — of South Koreans 0:03:11 - Why Bom Kim founded Coupang 0:09:40 - In what ways Temu and Alibaba are threatening Coupang 0:19:55 - What’s behind Coupang’s shift into luxury e-commerce 0:31:21 - Why Coupang is planning to expand more in Taiwan and what went wrong in Japan 0:34:47 - How to think about Coupang’s intrinsic valuation 0:36:55 - Which legendary investors have invested in Coupang 0:39:27 - How a negative cash conversion cycle supports Coupang’s free cash flows 0:49:15 - Whether Shawn is adding Coupang to The Intrinsic Value Portfolio 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getst.... Use the discount code “MI15” at checkout. 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/s... ▶️ RELATED EPISODES: Buying the Knicks & Rangers: $1 Dollar of Intrinsic Value for ¢50 w/ Shawn O’malley:    • Buying the Knicks & Rangers: $1 Dolla...   Winning at the Business of Sports w/ Dan Soviero:    • Winning at the Business of Sports w/ ...   Billionaire Mark Cuban's Book, Winning At The Sport Of Business:    • TIP51: Billionaire Mark Cuban's Book,...   Martin Whitman: The Aggressive Conservative Investor w/ Shawn O'Malley:    • Martin Whitman: The Aggressive Conser...   The Innovator’s Dilemma: Capitalizing on Disruptive Innovation w/ Shawn O’Malley:    • The Innovator’s Dilemma: Capitalizing...   🎧 Listen to our episodes here: https://open.spotify.com/show/7dnn22E... 🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/i... 💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/s... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙 On The Intrinsic Value Podcast, every week, we break down a fascinating business model, from Google to John Deere, teach you about the company’s competitive advantages and challenges, and then go through different valuation approaches to estimate its intrinsic value per share. We condense dozens of hours of investment research into a single episode, helping you get a little smarter about business and investing. 🌍 Website: https://www.theinvestorspodcast.com/m... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📚OUR FREE INVESTING COURSES/RESOURCES https://www.theinvestorspodcast.com/t... 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/t... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.