Coupang: 2Q26 Business Recap
Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics capacity cut margins.
Wednesday, August 5, 2026
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Investor Letters
All letters- Palm Valley Capital First Quarter 2026 CHRD $7.4BDOX $6.2B
- Pershing Square Holdings 2025 HHH $4BBN $85B
- Palm Valley Capital Fourth Quarter 2025 DPUKY $1.1BFLO $1.3B
- Pershing Square Holdings Six-month period ended June 30, 2025 HHH $4BBN $85B
- Askeladden Capital Q2 2025 GO $1.1BBELFB $3.6B
- Berkshire Hathaway 2024 ITOCY $102BMARUY $51B
- Horizon Kinetics 2nd Quarter 2024 LB $6.8BTPL $23B
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Airbnb’s Cost of Market Creation and Regulatory Survival
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U-Haul Bought at the Top
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DOMO Capital Management, LLC
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John_Hempton
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KEDM.com
Laughing Water Capital
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marginofdanger
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SG
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Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
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- Ariel Investments
- Artisan Partners
- Askeladden Capital
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- Invenomic Capital Management
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- Laughing Water Capital
- Lindsell Train Limited
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- Palm Harbour Capital
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- Pershing Square Holdings
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- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
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