nibbling on the ear of CPNG coupang south korean ecommerce
near 1x sales on anything gets me interested.
the money bleeading is slowing down.
share count still rising a little.
close to break even.
has a positive tangible book.
3.8 billion in cash and equivalents.
ill start to nibble and watch.
small size small risk. tiny position. will see how market plays out month by month.
looking for 20% growers to buy this year and next for the next 2 decades.
the money bleeading is slowing down.
share count still rising a little.
close to break even.
has a positive tangible book.
3.8 billion in cash and equivalents.
ill start to nibble and watch.
small size small risk. tiny position. will see how market plays out month by month.
looking for 20% growers to buy this year and next for the next 2 decades.
