Is Coupang (CPNG) The Best E-Commerce Stoc in Brad Gerstner’s Portfolio?

Altimeter Capital’s Stake: $369,815,571

Coupang (NYSE:CPNG), often known arsenic the “Amazon of Korea,” ranks 8th successful our database of the champion stocks to bargain according to Brad Gerstner. With implicit 100 fulfillment centers crossed the state and astir 70% of the colonisation surviving wrong 7 miles of its network, it’s a large subordinate successful Korea’s estimated $500B+ commerce market. Coupang’s (NYSE:CPNG) progressive customers reached implicit 24 cardinal past year, much than doubling since 2019.

Coupang’s (NYSE:CPNG) Developed Offerings, which see Eats, Taiwan operations, and Farfetch, person grown from nether $100 cardinal successful 2020 to astir $4.6 cardinal implicit the past 12 months. Analysts judge the institution tin grow its margins by scaling logistics, increasing its third-party marketplace and AI-driven automation.

Brad Gerstner of Altimeter Capital

Brown Advisory Mid-Cap Growth Strategy stated the pursuing regarding Coupang, Inc. (NYSE:CPNG) successful its fourth 4th 2025 capitalist letter:

“While we were contented with full-year results, respective tiny detractors held fourth-quarter show backmost by astir 1%-2% successful full for company-specific reasons that we mostly presumption arsenic temporary. Coupang, Inc. (NYSE:CPNG) shares were pressured pursuing a large-scale information breach precocious successful the year. Ongoing authorities investigations and the imaginable for fiscal penalties stay an overhang.” (Click Here To Read The Letter successful Detail)

While we admit the imaginable of CPNG arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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