Coupang

3 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Apr 15, 2025 by Neil Mehta · said 24 times in 1 episodes since 2025 · across every show →

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brought up most by Patrick O'Shaughnessy (12), Neil Mehta (12)

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2025 24 mentions in 1 episode

Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview · Invest Like The Best Apr 15, 2025 · 24 mentions · from 7:36
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Everything said about Coupang, oldest first

Apr 15, 2025 positive

Assertion Not publicly verifiable

Mehta: Coupang Rocket Delivery customer retention stayed in the 60 percent range

“Coupon for rocket, which was eventually called rocket through one P capability was in the sixties on a court retention basis.”

Neil Mehta Apr 15, 2025 ▶ 10:51 Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview · Invest Like The Best

Apr 15, 2025 bullish

Disclosure

Mehta: Greenoaks continues to buy Coupang shares 15 years post-investment

“I've been on the board for about 15 years, and this is public information, just last quarter we were buying more shares.”

Neil Mehta Apr 15, 2025 ▶ 12:17 Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview · Invest Like The Best

Apr 15, 2025 bullish

Disclosure

Mehta: Greenoaks led 5 of 8 Coupang rounds, investing nearly $1 billion

“We invested a little bit under a billion in total capital across 10 years. We invested led five of the eight rounds. We invested almost every other year, if not every year, in the company for 10 years until it went public.”

Neil Mehta Apr 15, 2025 ▶ 20:08 Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview · Invest Like The Best

Coupang

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