Coupang is a phenomenal buy because a board member just bought $136 million of stock, probably the largest non-founder insider purchase ever seen, and there is only one reason to do that. It trades at about 20x next-12-month EBITDA, with EBITDA expected to grow about 30% a year for the next few years, though margins compress slightly this year on Taiwan expansion. Versus Sea, Coupang looks a little cheaper after being overly punished for its data breach. x.com  x.com  x.com 

Coupang looks like a long-term buy on a typical reversal pattern coupled with a large insider purchase. Per @BourbonInsider, a director just bought 7M shares for about $136.6M at prices of $18.48 to $19. x.com 

Coupang can't compete with local e-commerce offers in Taiwan such as momo and PChome. A post the author replies to cites Coupang's losses in Taiwan, Play and Eats as the main reason for not yet buying the stock. x.com 

With its regulatory fine overhang done, Coupang wants to get to $20. If it gets there, it should head to the mid-$20s, though this call could be wrong. Korea is doing well, and the semiconductor gold rush will hopefully help. x.com 

Coupang counts Kevin Warsh, a board member since 2019, among its shareholders, a signal that justifies buying more. x.com  x.com 

Coupang, Sea and MercadoLibre remain dead money: their charts are broken, they are still overvalued and they face too much competition. Even after recent gains in Sea, they could stay dead money from here; they might be value, but that won't be known for a couple of years, and value traps are a devastating source of capital impairment. x.com  x.com 

Coupang insiders bought a massive $158 million of stock over the last three days, a whale worth tailing. x.com 

MercadoLibre's falling margins reflect deliberately deferred profit, the Nick Sleep playbook at Amazon and Costco, two decades earlier in its arc. Revenue grew from $28 million in 2005 to $28.9 billion in 2025, a 39.8% CAGR, while operating margin slipped from a 15% peak to 11% as it poured money into fulfillment and free shipping. The market read the margins and sold; the real question is what the business is becoming. Its story scores 91.3, but a 24.6 chart score has yet to confirm it. x.com  … Show more

Korean department store operators such as Shinsegae and Hyundai Department Store are better buys than Coupang. Unlike US department stores, Korean ones work as experiential spaces, where luxury goods and pop-up stores are huge money makers and are doing really well. x.com  x.com  x.com  x.com 

Sea Limited's main attraction is a valuation well below its historical medians despite accelerating growth, at 23.2x forward earnings and 12.5x forward EV/EBITDA. All three segments are now profitable. Shopee revenue growth accelerated five straight quarters to 48.2% in Q2, lifting its take rate to a record 14.6%, and Garena grew 33.5% at a 54% operating margin. Per Magpie IQ, TikTok Shop's tracked Indonesian GMV fell about 4% in January-May. Monee's credit quality is the key risk to watch. … Show more