Min

Individual investor.

[Min @Min22028901]

@soobin The South Korean government is planning to launch a national-level service to secure and distribute GPU resources. I understand that Coupang has applied to take part in the initiative. Wishing them the best of luck.

[Min @Min22028901]

$CPNG

Here's some news about Coupang — they’re now entering the cloud business as their next big move.

If you look at Coupang’s journey, it’s clear they’ve been steadily applying a divide-and-conquer strategy

[Min @Min22028901]

Rocket Delivery → Rocket Fresh → Cross-border shopping → Third-party logistics → New product categories like cosmetics → Expansion to Taiwan → Coupang Eats → Coupang Play —
and now, the cloud.

What could be next?
Bom Kim is still hungry 😊

[Min @Min22028901]

@AlphaMoat @alc2022 That's great! I will wait for your report on $DUOL

Thanks 😊

[Min @Min22028901]

$CPNG

Anyone worried about this company?

$CPNG was selling products even in the martial law. They are the top notch 😊

"Timing for ordering daily necessities for martial law preparation.
(Ad) Check out the items you've saved. "

[Min @Min22028901]

The fastest growing app of the year 2024 in S. Korea

1. Toss
2. $CPNG Eats
3. ChatGPT
4. TikTok
...
7. Threads
8. $CPNG

It's amazing that $CPNG still has a room to grow 😊

[Min @Min22028901]

@Kross_Roads Most people have bought Hoka or On this year. They are not buying another pair of shoes anytime soon. Nike may have a hard time at least one more year imo

[Min @Min22028901]

$DUOL

I love this app. I learn English, Chinese, Japanese, French, Spanish, Turkish, Greek with Duolingo. I intended to study English at first but I don't know how I end up being like this 😅

However, even though I love this, it is quite stretched so I trimmed a bit.

[Min @Min22028901]

$CPNG

Stock was down -10%.

I was only focusing on product mix and revenue increase. They spend money on technology / infrastructure more that I thought and I didn't quite catch that. It will take some time to moderate.

However imo their growth story doesn't end here

[Min @Min22028901]

@ZeevyInvesting I love your new format 😊

Now I know why $PLTR went up that much. They were piling up cash without notice :)

[Min @Min22028901]

@LogicalThesis 🙏

[Min @Min22028901]

Food delicery MAU trends in SK

Blue - Delivery Hero
Yellow - $CPNG Eats
Pink - Local

Eats is taking DH's market share little by little.

I'm happily waiting for $CPNG earnings out this time :)

[Min @Min22028901]

@Rationaldomain1 Sure it is :)

[Min @Min22028901]

@LogicalThesis You're right. I don't put my money in the company which I don't trust their management and that's why I also avoid china.

[Min @Min22028901]

@RevnoProduction They were all wrong :)

[Min @Min22028901]

@LogicalThesis You have been thinking about $ULTA quite a long time. Why not now? 😊

[Min @Min22028901]

$CPNG

Re-start position today.

Why is it so bearish when one of its competitors went bankrupt?

[Min @Min22028901]

Oh I miss pacific northwest so much ...

[Sebastiaan de With @sdw]

10 years ago, I got divorced, lost my job, so me and my buddy got on our motorcycles and rode North to the Alaskan Arctic until the road ran out.

[Min @Min22028901]

@NickalobeUltra The company was fined $100m by Korean antitrust committee. $100m is more than I expected so I just thought I better be cautious.

Usually I buy same amount of stock everyday to build a position. So sold some and rebuild it again later.

[Min @Min22028901]

$CPNG

I sold some of my shares due to political risks, which is a bit bigger than I thought.

Will re-enter when all the noise settles down 😢