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Follow CPNG free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what CPNG did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about CPNG
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-02-27 | Brett SchaeferCo-host, Chit Chat Stocks | Bullish | Chit Chat Stocks | The data breach scandal affecting only 2,600 lobby codes with zero financial data exploited was politically… |
| 2026-02-27 | Ryan HendersonHead of Research, Fiscal.ai | Bullish | Chit Chat Stocks | Coupang's core Korean business is solid at 14% constant-currency revenue growth with developing offerings up… |
| 2025-12-19 | Brett SchaferCo-host, Chit Chat Stocks podcast | Bullish | Chit Chat Stocks | Coupang's logistical moat is so entrenched that the data-breach-driven 33% selloff is an overreaction —… |
| 2025-12-19 | Ryan HendersonHead of Research, Fiscal.ai | Bullish | Chit Chat Stocks | Despite the data breach and political fallout, Coupang's fulfillment convenience creates the same lock-in… |
| 2024-12-11 | Ryan HendersonHead of Research, Fiscal.ai | Bullish | Chit Chat Stocks | Coupang is a vertically integrated e-commerce disruptor in the large and emerging South Korean market… |
| 2024-12-11 | Brett SchaerCo-host, Chit Chat Stocks podcast | Bullish | Chit Chat Stocks | Coupang is a rule-breaker in vertically integrated e-commerce for South Korea, an emerging market where the… |
| 2024-10-20 | Drew CohenAnalyst, Speedwell Research | Bullish | Business Breakdowns | Coupang has built an Amazon-like integrated logistics moat covering half of South Korean households, with… |
| 2024-06-11 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | The JRo Show | Coupang trades at a free cash flow yield above bonds with net cash, rapid growth trajectory, and dominant… |
Next report: 3 Nov 2026 after the close
Notable options days
Sessions in the last 120 where CPNG’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-23 | ||||||
| 2026-09-10 | ||||||
| 2026-09-03 | ||||||
| 2026-08-05 | ||||||
| 2026-08-04 | ||||||
| 2026-07-30 | ||||||
| 2026-06-17 | ||||||
| 2026-06-11 | ||||||
| 2026-06-08 |
CPNG on the Wheel
CPNG passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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