為什麼醫療保健昂貴且難以選擇

COUPANG Who else bought $CPNG, the Amazon of South Korea today? This Druckenmiller name went on sale today after a customer list data breach. South Koreans love to trade… that also means panic selling. It’s much cheaper than $AMZN on a price to sales or price to gross profit. and revenue growth is faster. and they don’t have datacenter capex overhang issues. We stalked this for a couple weeks, just like United Health, and waited for a bid before getting involved. I have done many, many high quality dislocated asset plays here: - Google after Death from OpenAI fear - JP Morgan after ‘23 Banking Crisis - Regional Banks after Tricolor hiccup - Meta - S&P Global & ICE - American Express So long as the headline news does not change the brand, position, or earnings trajectory, I’ve found this is a pretty good strategy. Here’s the Lumida AI read on $CPNG attached.