Transcript
Introduction
Matt
Welcome back to Business Breakdowns. Today, we are covering the South Korean e-commerce giant, Coupang. If we ran through the taxonomy of investor interests, this Coupang conversation checks many boxes on that list. We have a founder-owned and operated business. We have a business that went through a massive pivot years into existence. We have a business that's replicating the Amazon model to success, and we have a business with healthy debates on the TAM and financial trajectory going forward.
Our guest today is Drew Cohen from Speedwell Research. We want Business Breakdowns to be the most efficient way for you to learn about a company, so we pack that information as densely as possible into about an hour of each episode, but if you are itching for more on Coupang, check out Drew's full report at speedwellresearch.com, you can find a link in the show notes. Now on to this episode and the many, many case studies that exist within Coupang.