I initially covered Coupang ( CPNG ) in May this year after seeing its high growth and low valuations in a peer comp screen when analyzing Mercado Libre ( MELI ). At theExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehend and benefit from new ideas ...