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“We sort of like to think of ourselves as very long-term investors. And if you really want to understand how long I've been on the board for about 15 years,…”
@Invest Like the Best
Coupang's 1P delivery flywheel makes it the best e-commerce experience on earth, a long compounder.
CPNGLONG@ $21.17
$15.96-24.59%
since call Apr 15
“And the stock went from $300 a share, $330, to eventually went down to $5. Which, by the way, how many companies can you name that went from $70 billion…”
@Invest Like the Best
Carvana avoids bankruptcy and grows units many times over, so the stock recovers from near-zero.
CVNALONG@ $42.07
$62.36+48.23%
since call Apr 15
peak +68.8%
TIMESTAMPS
12:16
70:24