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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley
Description: In today’s episode, Shawn O’Malley (@Shawn_OMalley_) tells the story of Coupang, the “Amazon of South Korea.” Coupang’s Bom Kim is an impressive founder & CEO who has led the company to incredible growth, with almost half of South Korea’s population becoming active customers of Coupang. And Coupang’s overnight delivery actually puts Amazon to shame, while few companies create as much value for customers as Coupang does with its RocketWOW memberships, which are similar to Amazon’s Prime subscriptions.But how well does this all translate into value for Coupang’s shareholders? In today’s episode, y...